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

Global Retirement Partners’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 Q4	$68.3K	Buy	+4,645	New	+$66.7K	﹤0.01%	2157
2022 Q3	–	Sell	-3,129	Closed	-$39K	–	2710
2022 Q2	$39K	Buy	+3,129	New	+$42.1K	﹤0.01%	1081
2020 Q2	–	Sell	-75	Closed	-$1K	–	1616
2020 Q1	$1K	Hold	75	–	–	﹤0.01%	1464
2019 Q4	$1K	Hold	75	–	–	﹤0.01%	1515
2019 Q3	$1K	Hold	75	–	–	﹤0.01%	1489
2019 Q2	$1K	Hold	75	–	–	﹤0.01%	1485
2019 Q1	$1K	Hold	75	–	–	﹤0.01%	1441
2018 Q4	$1K	Buy	+75	New	+$987	﹤0.01%	1379
2018 Q3	–	Sell	-4,126	Closed	-$58K	–	1533
2018 Q2	$58K	Hold	4,126	–	–	0.01%	505
2018 Q1	$55K	Buy	+4,126	New	+$56.9K	0.02%	498

Other funds holding BXMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Global Retirement Partners's BXMX Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2025: 4,645 shares worth $68.3K. The stake represents ﹤0.01% of the portfolio and ranks #2157 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BXMX as recently as Q2 2022.

Global Retirement Partners first reported a position in BXMX in Q1 2018 and has held it in 10 quarters since. 176 funds tracked by Wall St. Rank hold BXMX as of Q4 2025.

Global Retirement Partners held 4,645 shares of Nuveen S&P 500 Buy-Write Income Fund worth $68.3K as of Q4 2025.
Nuveen S&P 500 Buy-Write Income Fund was a new Global Retirement Partners position in Q4 2025.
Nuveen S&P 500 Buy-Write Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2157 holding.
Global Retirement Partners first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2018 and has held it in 10 quarters since.
176 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.