HWAM
BXMX

Hennion & Walsh Asset Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Hennion & Walsh Asset Management’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
-176,905
Closed -$2.6M – 945
2025
Q4 		$2.6M Buy
176,905
+69,393
+65% +$997K 0.09% 291
2025
Q3 		$1.55M Buy
107,512
+3,312
+3% +$46.8K 0.06% 402
2025
Q2 		$1.45M Buy
104,200
+51,900
+99% +$682K 0.06% 393
2025
Q1 		$686K Sell
52,300
-228
-0.4% -$3.13K 0.03% 562
2024
Q4 		$735K Sell
52,528
-19,078
-27% -$264K 0.03% 536
2024
Q3 		$982K Sell
71,606
-1,135
-2% -$15.2K 0.05% 453
2024
Q2 		$982K Sell
72,741
-44,006
-38% -$575K 0.05% 425
2024
Q1 		$1.54M Sell
116,747
-3,286
-3% -$42.8K 0.08% 313
2023
Q4 		$1.54M Buy
120,033
+14,929
+14% +$187K 0.09% 296
2023
Q3 		$1.33M Buy
105,104
+6,359
+6% +$83.9K 0.08% 292
2023
Q2 		$1.32M Sell
98,745
-612
-0.6% -$8.08K 0.08% 312
2023
Q1 		$1.3M Buy
99,357
+4,692
+5% +$61.4K 0.08% 306
2022
Q4 		$1.2M Buy
94,665
+19,109
+25% +$246K 0.07% 306
2022
Q3 		$898K Buy
75,556
+22,653
+43% +$300K 0.06% 350
2022
Q2 		$654K Buy
52,903
+33,394
+171% +$450K 0.04% 430
2022
Q1 		$278K Sell
19,509
-400
-2% -$5.61K 0.01% 673
2021
Q4 		$292K Buy
19,909
+5,547
+39% +$81.6K 0.01% 653
2021
Q3 		$204K Buy
+14,362
New +$211K 0.01% 703

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

Hennion & Walsh Asset Management's BXMX Position: Q1 2026 in Review

Hennion & Walsh Asset Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 176,905 shares — an estimated $2.6M sold.

Hennion & Walsh Asset Management first reported a position in BXMX in Q3 2021 and held it in 18 quarters. The position peaked at $2.6M in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Hennion & Walsh Asset Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 176,905 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $2.6M.
  • Hennion & Walsh Asset Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2021 and held it in 18 quarters.
  • Hennion & Walsh Asset Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $2.6M 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 Hennion & Walsh Asset Management's 13F filing for Q1 2026, filed 13 May 2026.