Jackson Grant Investment Advisers’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Jackson Grant Investment Advisers’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	-32,004	Closed	-$470K	–	399
2025 Q4	$470K	Buy	32,004 +452	+1%	+$6.49K	0.15%	76
2025 Q3	$456K	Buy	31,552 +449	+1%	+$6.34K	0.15%	77
2025 Q2	$432K	Buy	31,103 +456	+1%	+$5.99K	0.16%	74
2025 Q1	$402K	Buy	30,647 +477	+2%	+$6.56K	0.16%	74
2024 Q4	$422K	Buy	30,170 +436	+1%	+$6.04K	0.16%	70
2024 Q3	$408K	Buy	29,734 +379	+1%	+$5.07K	0.15%	73
2024 Q2	$396K	Buy	29,355 +378	+1%	+$4.94K	0.16%	73
2024 Q1	$383K	Buy	28,977 +381	+1%	+$4.97K	0.16%	72
2023 Q4	$367K	Buy	28,596 +384	+1%	+$4.8K	0.16%	72
2023 Q3	$357K	Buy	28,212 +387	+1%	+$5.11K	0.17%	69
2023 Q2	$372K	Buy	27,825 +358	+1%	+$4.72K	0.17%	70
2023 Q1	$360K	Buy	27,467 +357	+1%	+$4.67K	0.17%	77
2022 Q4	$343K	Buy	27,110 +362	+1%	+$4.67K	0.17%	75
2022 Q3	$318K	Buy	26,748 +371	+1%	+$4.91K	0.17%	72
2022 Q2	$326K	Buy	26,377 +349	+1%	+$4.7K	0.16%	74
2022 Q1	$371K	Sell	26,028 -2,350	-8%	-$32.9K	0.16%	77
2021 Q4	$416K	Buy	28,378 +288	+1%	+$4.24K	0.21%	60
2021 Q3	$400K	Buy	28,090 +292	+1%	+$4.28K	0.18%	74
2021 Q2	$399K	Buy	27,798 +288	+1%	+$4.06K	0.18%	73
2021 Q1	$371K	Buy	27,510 +306	+1%	+$3.94K	0.17%	73
2020 Q4	$350K	Buy	27,204 +317	+1%	+$3.8K	0.18%	65
2020 Q3	$303K	Sell	26,887 -5,712	-18%	-$65.3K	0.18%	62
2020 Q2	$359K	Buy	32,599 +533	+2%	+$5.79K	0.23%	56
2020 Q1	$324K	Hold	32,066	–	–	0.24%	57
2019 Q4	$441K	Buy	32,066 +880	+3%	+$11.9K	0.24%	56
2019 Q3	$408K	Sell	31,186 -1,595	-5%	-$20.8K	0.23%	55
2019 Q2	$437K	Buy	32,781 +468	+1%	+$6.15K	0.25%	53
2019 Q1	$427K	Hold	32,313	–	–	0.26%	54
2018 Q4	$390K	Sell	32,313 -1,466	-4%	-$19.3K	0.27%	52
2018 Q3	$485K	Buy	33,779 +480	+1%	+$6.89K	0.3%	46
2018 Q2	$469K	Buy	33,299 +498	+2%	+$6.96K	0.32%	45
2018 Q1	$437K	Hold	32,801	–	–	0.31%	47
2017 Q4	$467K	Sell	32,801 -898	-3%	-$12.6K	0.32%	47
2017 Q3	$471K	Buy	33,699 +448	+1%	+$6.21K	0.34%	45
2017 Q2	$461K	Buy	33,251 +459	+1%	+$6.36K	0.36%	40
2017 Q1	$434K	Sell	32,792 -4,070	-11%	-$53.7K	0.35%	40
2016 Q4	$469K	Buy	36,862 +1,063	+3%	+$13.5K	0.4%	37
2016 Q3	$474K	Buy	35,799 +546	+2%	+$7.14K	0.39%	37
2016 Q2	$459K	Buy	35,253 +554	+2%	+$7.09K	0.4%	36
2016 Q1	$441K	Sell	34,699 -3,812	-10%	-$46.7K	0.4%	37
2015 Q4	$517K	Buy	+38,511	New	+$493K	0.49%	37

Other funds holding BXMX

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

Jackson Grant Investment Advisers's BXMX Position: Q1 2026 in Review

Jackson Grant Investment Advisers sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 32,004 shares — an estimated $470K sold.

Jackson Grant Investment Advisers first reported a position in BXMX in Q4 2015 and held it in 41 quarters. The position peaked at $517K in Q4 2015. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

Jackson Grant Investment Advisers reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
Jackson Grant Investment Advisers sold 32,004 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $470K.
Jackson Grant Investment Advisers first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2015 and held it in 41 quarters.
Jackson Grant Investment Advisers's Nuveen S&P 500 Buy-Write Income Fund position peaked at $517K in Q4 2015.
4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.