HIA
BXMX

Harbor Investment Advisory’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Harbor Investment Advisory’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
2026
Q1 		– Sell
-3,400
Closed -$50K – 1246
2025
Q4 		$50K Buy
3,400
+932
+38% +$13.4K ﹤0.01% 665
2025
Q3 		$35.6K Hold
2,468
– – ﹤0.01% 695
2025
Q2 		$34.3K Hold
2,468
– – ﹤0.01% 692
2025
Q1 		$32.4K Sell
2,468
-5,422
-69% -$74.5K ﹤0.01% 681
2024
Q4 		$110K Hold
7,890
– – 0.01% 437
2024
Q3 		$108K Hold
7,890
– – 0.01% 443
2024
Q2 		$107K Hold
7,890
– – 0.01% 430
2024
Q1 		$104K Hold
7,890
– – 0.01% 440
2023
Q4 		$101K Hold
7,890
– – 0.01% 418
2023
Q3 		$99.9K Hold
7,890
– – 0.01% 397
2023
Q2 		$105K Hold
7,890
– – 0.01% 485
2023
Q1 		$103K Hold
7,890
– – 0.02% 487
2022
Q4 		$99.8K Hold
7,890
– – 0.02% 494
2022
Q3 		$94K Hold
7,890
– – 0.02% 485
2022
Q2 		$98K Hold
7,890
– – 0.02% 502
2022
Q1 		$112K Buy
7,890
+2,468
+46% +$34.6K 0.01% 502
2021
Q4 		$79K Sell
5,422
-350
-6% -$5.15K 0.01% 606
2021
Q3 		$82K Sell
5,772
-17
-0.3% -$249 0.01% 579
2021
Q2 		$83K Hold
5,789
– – 0.01% 554
2021
Q1 		$78K Hold
5,789
– – 0.01% 549
2020
Q4 		$75K Hold
5,789
– – 0.01% 515
2020
Q3 		$65K Sell
5,789
-23,804
-80% -$272K 0.01% 439
2020
Q2 		$326K Buy
29,593
+1,951
+7% +$21.2K 0.07% 192
2020
Q1 		$279K Buy
27,642
+520
+2% +$6.47K 0.08% 190
2019
Q4 		$373K Buy
+27,122
New +$367K 0.09% 181

Other funds holding BXMX

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
CBT
CoreFirst Bank & Trust Topeka, Kansas $201M AUM 24.67% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

Harbor Investment Advisory's BXMX Position: Q1 2026 in Review

Harbor Investment Advisory sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 3,400 shares — an estimated $50K sold.

Harbor Investment Advisory first reported a position in BXMX in Q4 2019 and held it in 25 quarters. The position peaked at $373K in Q4 2019. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Harbor Investment Advisory reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Harbor Investment Advisory sold 3,400 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $50K.
  • Harbor Investment Advisory first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2019 and held it in 25 quarters.
  • Harbor Investment Advisory's Nuveen S&P 500 Buy-Write Income Fund position peaked at $373K in Q4 2019.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.