IPAM
BXMX

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

Investment Partners 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
-36,709
Closed -$540K – 167
2025
Q4 		$540K Sell
36,709
-300
-0.8% -$4.31K 0.34% 82
2025
Q3 		$534K Sell
37,009
-210
-0.6% -$2.97K 0.35% 88
2025
Q2 		$517K Sell
37,219
-90
-0.2% -$1.18K 0.36% 86
2025
Q1 		$489K Sell
37,309
-750
-2% -$10.3K 0.38% 81
2024
Q4 		$532K Sell
38,059
-3,432
-8% -$47.6K 0.42% 71
2024
Q3 		$569K Sell
41,491
-200
-0.5% -$2.67K 0.47% 64
2024
Q2 		$563K Sell
41,691
-1,563
-4% -$20.4K 0.5% 62
2024
Q1 		$572K Sell
43,254
-1,000
-2% -$13K 0.52% 60
2023
Q4 		$568K Buy
+44,254
New +$553K 0.56% 55

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

Investment Partners Asset Management's BXMX Position: Q1 2026 in Review

Investment Partners Asset Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 36,709 shares — an estimated $540K sold.

Investment Partners Asset Management first reported a position in BXMX in Q4 2023 and held it in 9 quarters. The position peaked at $572K in Q1 2024. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Investment Partners Asset Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Investment Partners Asset Management sold 36,709 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $540K.
  • Investment Partners Asset Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2023 and held it in 9 quarters.
  • Investment Partners Asset Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $572K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Investment Partners Asset Management's 13F filing for Q1 2026, filed 7 Apr 2026.