IW
BXMX

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

Instrumental Wealth’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
-26,833
Closed -$393K – 74
2025
Q4 		$393K Sell
26,833
-349
-1% -$5.01K 0.24% 40
2025
Q3 		$392K Buy
27,182
+1,931
+8% +$27.3K 0.27% 41
2025
Q2 		$353K Buy
25,251
+1,411
+6% +$18.5K 0.28% 40
2025
Q1 		$305K Hold
23,840
– – 0.28% 42
2024
Q4 		$336K Buy
23,840
+1,136
+5% +$15.7K 0.32% 34
2024
Q3 		$314K Hold
22,704
– – 0.31% 33
2024
Q2 		$297K Buy
22,704
+162
+0.7% +$2.12K 0.31% 33
2024
Q1 		$297K Buy
22,542
+702
+3% +$9.15K 0.13% 31
2023
Q4 		$281K Buy
21,840
+323
+2% +$4.04K 0.3% 29
2023
Q3 		$270K Sell
21,517
-289
-1% -$3.81K 0.32% 25
2023
Q2 		$296K Buy
21,806
+996
+5% +$13.1K 0.36% 23
2023
Q1 		$272K Buy
+20,810
New +$272K 0.36% 22

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

Instrumental Wealth's BXMX Position: Q1 2026 in Review

Instrumental Wealth sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 26,833 shares — an estimated $393K sold.

Instrumental Wealth first reported a position in BXMX in Q1 2023 and held it in 12 quarters. The position peaked at $393K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Instrumental Wealth reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Instrumental Wealth sold 26,833 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $393K.
  • Instrumental Wealth first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2023 and held it in 12 quarters.
  • Instrumental Wealth's Nuveen S&P 500 Buy-Write Income Fund position peaked at $393K 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 Instrumental Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.