HWM
BXMX

Horizon Wealth Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Horizon Wealth 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
-11,660
Closed -$171K – 139
2025
Q4 		$171K Hold
11,660
– – 0.03% 125
2025
Q3 		$168K Hold
11,660
– – 0.02% 124
2025
Q2 		$162K Hold
11,660
– – 0.03% 106
2025
Q1 		$153K Hold
11,660
– – 0.03% 100
2024
Q4 		$163K Hold
11,660
– – 0.03% 99
2024
Q3 		$160K Buy
11,660
+200
+2% +$2.67K 0.03% 83
2024
Q2 		$155K Buy
11,460
+200
+2% +$2.62K 0.04% 77
2024
Q1 		$149K Hold
11,260
– – 0.04% 81
2023
Q4 		$144K Buy
11,260
+407
+4% +$5.09K 0.04% 78
2023
Q3 		$137K Buy
10,853
+187
+2% +$2.47K 0.06% 74
2023
Q2 		$143K Buy
10,666
+189
+2% +$2.49K 0.06% 79
2023
Q1 		$137K Hold
10,477
– – 0.1% 74
2022
Q4 		$133K Buy
10,477
+392
+4% +$5.06K 0.11% 66
2022
Q3 		$120K Buy
+10,085
New +$133K 0.09% 68

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

Horizon Wealth Management's BXMX Position: Q1 2026 in Review

Horizon Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 11,660 shares — an estimated $171K sold.

Horizon Wealth Management first reported a position in BXMX in Q3 2022 and held it in 14 quarters. The position peaked at $171K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Horizon Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Horizon Wealth Management sold 11,660 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $171K.
  • Horizon Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2022 and held it in 14 quarters.
  • Horizon Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $171K 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 Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.