HC
BXMX

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

Hoese & Co’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
-875
Closed -$12.9K – 137
2025
Q4 		$12.9K Hold
875
– – 0.01% 120
2025
Q3 		$12.6K Hold
875
– – 0.01% 109
2025
Q2 		$12.1K Sell
875
-875
-50% -$11.5K 0.01% 134
2025
Q1 		$23K Hold
1,750
– – 0.02% 98
2024
Q4 		$24.5K Hold
1,750
– – 0.02% 100
2024
Q3 		$24K Hold
1,750
– – 0.02% 95
2024
Q2 		$23K Hold
1,750
– – 0.02% 84
2024
Q1 		$23.1K Hold
1,750
– – 0.02% 89
2023
Q4 		$22.3K Hold
1,750
– – 0.02% 93
2023
Q3 		$22.2K Hold
1,750
– – 0.02% 93
2023
Q2 		$23.4K Hold
1,750
– – 0.02% 99
2023
Q1 		$23.2K Hold
1,750
– – 0.03% 95
2022
Q4 		$24K Hold
1,750
– – 0.03% 99
2022
Q3 		$21K Hold
1,750
– – 0.02% 101
2022
Q2 		$22K Sell
1,750
-1,750
-50% -$23.6K 0.02% 103
2022
Q1 		$50K Hold
3,500
– – 0.05% 84
2021
Q4 		$51K Hold
3,500
– – 0.05% 89
2021
Q3 		$50K Hold
3,500
– – 0.05% 87
2021
Q2 		$50K Hold
3,500
– – 0.06% 86
2021
Q1 		$47K Buy
+3,500
New +$45.1K 0.06% 76

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

Hoese & Co's BXMX Position: Q1 2026 in Review

Hoese & Co sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 875 shares — an estimated $12.9K sold.

Hoese & Co first reported a position in BXMX in Q1 2021 and held it in 20 quarters. The position peaked at $51K in Q4 2021. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Hoese & Co reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Hoese & Co sold 875 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $12.9K.
  • Hoese & Co first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2021 and held it in 20 quarters.
  • Hoese & Co's Nuveen S&P 500 Buy-Write Income Fund position peaked at $51K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Hoese & Co's 13F filing for Q1 2026, filed 22 Apr 2026.