Global Endowment Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Global Endowment Management’s Portfolio BXMX Stock Details BXMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,000	Closed	-$131K	–	131
2025 Q1	$131K	Hold	10,000	–	–	0.02%	142
2024 Q4	$140K	Hold	10,000	–	–	0.02%	140
2024 Q3	$137K	Hold	10,000	–	–	0.01%	131
2024 Q2	$135K	Hold	10,000	–	–	0.01%	122
2024 Q1	$132K	Hold	10,000	–	–	0.01%	127
2023 Q4	$128K	Hold	10,000	–	–	0.01%	125
2023 Q3	$127K	Hold	10,000	–	–	0.01%	116
2023 Q2	$134K	Hold	10,000	–	–	0.02%	83
2023 Q1	$131K	Hold	10,000	–	–	0.01%	101
2022 Q4	$127K	Hold	10,000	–	–	0.01%	105
2022 Q3	$119K	Hold	10,000	–	–	0.01%	109
2022 Q2	$124K	Hold	10,000	–	–	0.01%	120
2022 Q1	$143K	Hold	10,000	–	–	0.01%	115
2021 Q4	$147K	Hold	10,000	–	–	0.01%	114
2021 Q3	$142K	Hold	10,000	–	–	0.01%	109
2021 Q2	$144K	Hold	10,000	–	–	0.01%	112
2021 Q1	$135K	Hold	10,000	–	–	0.01%	105
2020 Q4	$129K	Buy	+10,000	New	+$120K	0.01%	126

Other funds holding BXMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Global Endowment Management's BXMX Position: Q2 2025 in Review

Global Endowment Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2025, closing a stake of 10,000 shares — an estimated $131K sold.

Global Endowment Management first reported a position in BXMX in Q4 2020 and held it in 18 quarters. The position peaked at $147K in Q4 2021. 158 funds tracked by Wall St. Rank hold BXMX as of Q2 2025.

Global Endowment Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2025 after selling out during the quarter.
Global Endowment Management sold 10,000 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2025, an estimated $131K.
Global Endowment Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2020 and held it in 18 quarters.
Global Endowment Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $147K in Q4 2021.
158 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2025.

Based on Global Endowment Management's 13F filing for Q2 2025, filed 13 Aug 2025.