KAS
BXMX

Kestra Advisory Services’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Kestra Advisory Services’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
-83,340
Closed -$1.23M – 3295
2025
Q4 		$1.23M Buy
83,340
+13,034
+19% +$187K 0.01% 1510
2025
Q3 		$1.02M Sell
70,306
-4,365
-6% -$61.7K ﹤0.01% 1579
2025
Q2 		$1.04M Buy
74,671
+7,456
+11% +$98K 0.01% 1460
2025
Q1 		$882K Sell
67,215
-10,132
-13% -$139K ﹤0.01% 1466
2024
Q4 		$1.08M Buy
77,347
+42,411
+121% +$588K 0.01% 1375
2024
Q3 		$479K Sell
34,936
-7,207
-17% -$96.3K ﹤0.01% 1793
2024
Q2 		$569K Sell
42,143
-323
-0.8% -$4.22K ﹤0.01% 1694
2024
Q1 		$562K Sell
42,466
-2,151
-5% -$28K ﹤0.01% 1592
2023
Q4 		$572K Buy
44,617
+15,824
+55% +$198K ﹤0.01% 1440
2023
Q3 		$365K Sell
28,793
-7,307
-20% -$96.4K ﹤0.01% 1547
2023
Q2 		$483K Buy
36,100
+17,246
+91% +$228K ﹤0.01% 1335
2023
Q1 		$247K Sell
18,854
-430
-2% -$5.63K ﹤0.01% 1693
2022
Q4 		$244K Sell
19,284
-486
-2% -$6.27K ﹤0.01% 1885
2022
Q3 		$235K Buy
+19,770
New +$262K ﹤0.01% 1757
2022
Q1 		– Sell
-17,094
Closed -$250K – 2017
2021
Q4 		$250K Buy
17,094
+265
+2% +$3.9K ﹤0.01% 1728
2021
Q3 		$239K Sell
16,829
-2,557
-13% -$37.5K ﹤0.01% 1849
2021
Q2 		$279K Buy
19,386
+106
+0.5% +$1.49K ﹤0.01% 1616
2021
Q1 		$260K Sell
19,280
-13,948
-42% -$180K ﹤0.01% 1551
2020
Q4 		$424K Buy
33,228
+17,562
+112% +$211K ﹤0.01% 1298
2020
Q3 		$177K Buy
+15,666
New +$179K ﹤0.01% 1307

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

Kestra Advisory Services's BXMX Position: Q1 2026 in Review

Kestra Advisory Services sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 83,340 shares — an estimated $1.23M sold.

Kestra Advisory Services first reported a position in BXMX in Q3 2020 and held it in 20 quarters. The position peaked at $1.23M in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Kestra Advisory Services reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 83,340 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $1.23M.
  • Kestra Advisory Services first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2020 and held it in 20 quarters.
  • Kestra Advisory Services's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1.23M 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 Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.