IAA
BXMX

Independent Advisor Alliance’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Independent Advisor Alliance’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
2025
Q1 		– Sell
-29,514
Closed -$413K – 875
2024
Q4 		$413K Buy
+29,514
New +$409K 0.01% 1015

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Independent Advisor Alliance's BXMX Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2025, closing a stake of 29,514 shares — an estimated $413K sold.

Independent Advisor Alliance first reported a position in BXMX in Q4 2024 and held it in 1 quarter. The position peaked at $413K in Q4 2024. 163 funds tracked by Wall St. Rank hold BXMX as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 29,514 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2025, an estimated $413K.
  • Independent Advisor Alliance first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's Nuveen S&P 500 Buy-Write Income Fund position peaked at $413K in Q4 2024.
  • 163 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.