HBW
BXMX

Hazlett, Burt & Watson’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Hazlett, Burt & Watson’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
-7,594
Closed -$112K – 915
2025
Q4 		$112K Hold
7,594
– – 0.04% 327
2025
Q3 		$110K Hold
7,594
– – 0.04% 301
2025
Q2 		$105K Sell
7,594
-2,128
-22% -$28K 0.04% 276
2025
Q1 		$128K Hold
9,722
– – 0.06% 244
2024
Q4 		$136K Buy
9,722
+77
+0.8% +$1.07K 0.06% 247
2024
Q3 		$132K Buy
9,645
+35
+0.4% +$468 0.06% 247
2024
Q2 		$130K Buy
9,610
+36
+0.4% +$471 0.07% 238
2024
Q1 		$126K Buy
9,574
+1,980
+26% +$25.8K 0.08% 219
2023
Q4 		$97K Hold
7,594
– – 0.07% 223
2023
Q3 		$96K Hold
7,594
– – 0.07% 217
2023
Q2 		$102K Hold
7,594
– – 0.08% 208
2023
Q1 		$99K Hold
7,594
– – 0.08% 191
2022
Q4 		$96K Hold
7,594
– – 0.08% 186
2022
Q3 		$90K Hold
7,594
– – 0.09% 192
2022
Q2 		$94K Hold
7,594
– – 0.09% 201
2022
Q1 		$108K Buy
+7,594
New +$106K 0.09% 203

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

Hazlett, Burt & Watson's BXMX Position: Q1 2026 in Review

Hazlett, Burt & Watson sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 7,594 shares — an estimated $112K sold.

Hazlett, Burt & Watson first reported a position in BXMX in Q1 2022 and held it in 16 quarters. The position peaked at $136K in Q4 2024. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Hazlett, Burt & Watson reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 7,594 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $112K.
  • Hazlett, Burt & Watson first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2022 and held it in 16 quarters.
  • Hazlett, Burt & Watson's Nuveen S&P 500 Buy-Write Income Fund position peaked at $136K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.