Key Financial Inc’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Key Financial Inc’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	-37	Closed	-$544	–	1404
2025 Q4	$544	Hold	37	–	–	﹤0.01%	1322
2025 Q3	$536	Hold	37	–	–	﹤0.01%	1330
2025 Q2	$514	Hold	37	–	–	﹤0.01%	1322
2025 Q1	$485	Hold	37	–	–	﹤0.01%	1291
2024 Q4	$518	Hold	37	–	–	﹤0.01%	1283
2024 Q3	$508	Hold	37	–	–	﹤0.01%	1256
2024 Q2	$500	Hold	37	–	–	﹤0.01%	1248
2024 Q1	$490	Hold	37	–	–	﹤0.01%	1232
2023 Q4	$475	Hold	37	–	–	﹤0.01%	1235
2023 Q3	$468	Hold	37	–	–	﹤0.01%	1256
2023 Q2	$495	Hold	37	–	–	﹤0.01%	1295
2023 Q1	$484	Hold	37	–	–	﹤0.01%	1094
2022 Q4	$440	Hold	37	–	–	﹤0.01%	1103
2022 Q3	$0	Hold	37	–	–	﹤0.01%	1116
2022 Q2	$0	Hold	37	–	–	﹤0.01%	1094
2022 Q1	$1K	Hold	37	–	–	﹤0.01%	983
2021 Q4	$1K	Hold	37	–	–	﹤0.01%	869
2021 Q3	$1K	Hold	37	–	–	﹤0.01%	847
2021 Q2	$1K	Hold	37	–	–	﹤0.01%	804
2021 Q1	$0	Hold	37	–	–	﹤0.01%	766
2020 Q4	$0	Buy	+37	New	+$444	﹤0.01%	714
2020 Q2	–	Sell	-37	Closed	–	–	168
2020 Q1	$0	Buy	+37	New	+$461	﹤0.01%	684

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

Key Financial Inc's BXMX Position: Q1 2026 in Review

Key Financial Inc sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 37 shares — an estimated $544 sold.

Key Financial Inc first reported a position in BXMX in Q1 2020 and held it in 22 quarters. The position peaked at $1K in Q1 2022. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

Key Financial Inc reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 37 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $544.
Key Financial Inc first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2020 and held it in 22 quarters.
Key Financial Inc's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1K in Q1 2022.
4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.