GVAG
BXMX

Great Valley Advisor Group’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Great Valley Advisor Group’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
-14,481
Closed -$190K – 896
2025
Q1 		$190K Sell
14,481
-4,507
-24% -$62K ﹤0.01% 843
2024
Q4 		$266K Sell
18,988
-507
-3% -$7.03K 0.01% 727
2024
Q3 		$267K Buy
19,495
+242
+1% +$3.23K 0.01% 717
2024
Q2 		$260K Sell
19,253
-2,300
-11% -$30.1K 0.01% 677
2024
Q1 		$285K Sell
21,553
-1,600
-7% -$20.9K 0.01% 618
2023
Q4 		$297K Sell
23,153
-4,090
-15% -$51.1K 0.01% 580
2023
Q3 		$345K Sell
27,243
-10
-0% -$132 0.01% 520
2023
Q2 		$364K Buy
27,253
+2,000
+8% +$26.4K 0.02% 516
2023
Q1 		$331K Sell
25,253
-500
-2% -$6.54K 0.02% 517
2022
Q4 		$326K Sell
25,753
-3,800
-13% -$49K 0.02% 524
2022
Q3 		$351K Sell
29,553
-400
-1% -$5.29K 0.02% 496
2022
Q2 		$371K Buy
+29,953
New +$403K 0.02% 500

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Great Valley Advisor Group's BXMX Position: Q2 2025 in Review

Great Valley Advisor Group sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2025, closing a stake of 14,481 shares — an estimated $190K sold.

Great Valley Advisor Group first reported a position in BXMX in Q2 2022 and held it in 12 quarters. The position peaked at $371K in Q2 2022. 158 funds tracked by Wall St. Rank hold BXMX as of Q2 2025.

  • Great Valley Advisor Group reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 14,481 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2025, an estimated $190K.
  • Great Valley Advisor Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2022 and held it in 12 quarters.
  • Great Valley Advisor Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $371K in Q2 2022.
  • 158 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2025.

Based on Great Valley Advisor Group's 13F filing for Q2 2025, filed 14 Aug 2025.