HI
BXMX

Harbour Investments’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Harbour Investments’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
-8,273
Closed -$122K – 4681
2025
Q4 		$122K Buy
8,273
+6,448
+353% +$92.6K ﹤0.01% 1537
2025
Q3 		$26.4K Hold
1,825
– – ﹤0.01% 2206
2025
Q2 		$25.3K Buy
+1,825
New +$24K ﹤0.01% 2129
2021
Q4 		$7K Hold
500
– – ﹤0.01% 2046
2021
Q3 		$7K Hold
500
– – ﹤0.01% 2817
2021
Q2 		$7K Hold
500
– – ﹤0.01% 2888
2021
Q1 		$7K Buy
+500
New +$6.45K ﹤0.01% 2749

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

Harbour Investments's BXMX Position: Q1 2026 in Review

Harbour Investments sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 8,273 shares — an estimated $122K sold.

Harbour Investments first reported a position in BXMX in Q1 2021 and held it in 7 quarters. The position peaked at $122K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Harbour Investments reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Harbour Investments sold 8,273 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $122K.
  • Harbour Investments first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2021 and held it in 7 quarters.
  • Harbour Investments's Nuveen S&P 500 Buy-Write Income Fund position peaked at $122K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.