KPWS
BXMX

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

Kestra Private Wealth 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
-13,923
Closed -$205K – 1787
2025
Q4 		$205K Sell
13,923
-4,349
-24% -$62.5K ﹤0.01% 1590
2025
Q3 		$264K Sell
18,272
-20
-0.1% -$283 ﹤0.01% 1425
2025
Q2 		$254K Buy
18,292
+875
+5% +$11.5K ﹤0.01% 1383
2025
Q1 		$229K Buy
17,417
+1,189
+7% +$16.3K ﹤0.01% 1323
2024
Q4 		$227K Buy
16,228
+870
+6% +$12.1K ﹤0.01% 1263
2024
Q3 		$211K Sell
15,358
-4,069
-21% -$54.4K ﹤0.01% 1244
2024
Q2 		$262K Sell
19,427
-4,038
-17% -$52.8K 0.01% 1099
2024
Q1 		$310K Buy
23,465
+1,500
+7% +$19.6K 0.01% 999
2023
Q4 		$282K Sell
21,965
-1,991
-8% -$24.9K 0.01% 976
2023
Q3 		$303K Sell
23,956
-766
-3% -$10.1K 0.01% 864
2023
Q2 		$331K Buy
24,722
+122
+0.5% +$1.61K 0.01% 785
2023
Q1 		$322K Hold
24,600
– – 0.01% 759
2022
Q4 		$311K Sell
24,600
-14,757
-37% -$190K 0.02% 658
2022
Q3 		$468K Buy
39,357
+15,126
+62% +$200K 0.03% 513
2022
Q2 		$300K Buy
24,231
+86
+0.4% +$1.16K 0.02% 657
2022
Q1 		$344K Buy
24,145
+4,000
+20% +$56.1K 0.02% 696
2021
Q4 		$295K Buy
20,145
+3,580
+22% +$52.7K 0.01% 769
2021
Q3 		$236K Sell
16,565
-692
-4% -$10.1K 0.01% 795
2021
Q2 		$248K Buy
17,257
+845
+5% +$11.9K 0.02% 736
2021
Q1 		$221K Sell
16,412
-3,976
-20% -$51.3K 0.02% 706
2020
Q4 		$260K Buy
20,388
+116
+0.6% +$1.39K 0.02% 595
2020
Q3 		$229K Buy
+20,272
New +$232K 0.02% 564

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 Private Wealth Services's BXMX Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 13,923 shares — an estimated $205K sold.

Kestra Private Wealth Services first reported a position in BXMX in Q3 2020 and held it in 22 quarters. The position peaked at $468K in Q3 2022. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 13,923 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $205K.
  • Kestra Private Wealth Services first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2020 and held it in 22 quarters.
  • Kestra Private Wealth Services's Nuveen S&P 500 Buy-Write Income Fund position peaked at $468K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.