KA
BXMX

Kovack Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Kovack Advisors’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
-17,278
Closed -$254K – 1023
2025
Q4 		$254K Buy
17,278
+3,200
+23% +$46K 0.01% 828
2025
Q3 		$203K Buy
14,078
+1,300
+10% +$18.4K 0.02% 574
2025
Q2 		$177K Sell
12,778
-500
-4% -$6.57K 0.02% 575
2025
Q1 		$174K Buy
13,278
+1,100
+9% +$15.1K 0.02% 544
2024
Q4 		$170K Sell
12,178
-500
-4% -$6.93K 0.02% 578
2024
Q3 		$174K Hold
12,678
– – 0.02% 554
2024
Q2 		$171K Buy
+12,678
New +$166K 0.02% 533
2024
Q1 		– Sell
-12,278
Closed -$158K – 493
2023
Q4 		$158K Buy
12,278
+500
+4% +$6.25K 0.02% 535
2023
Q3 		$149K Buy
11,778
+1,244
+12% +$16.4K 0.02% 511
2023
Q2 		$141K Hold
10,534
– – 0.02% 543
2023
Q1 		$138K Buy
+10,534
New +$138K 0.02% 543

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

Kovack Advisors's BXMX Position: Q1 2026 in Review

Kovack Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 17,278 shares — an estimated $254K sold.

Kovack Advisors first reported a position in BXMX in Q1 2023 and held it in 11 quarters. The position peaked at $254K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Kovack Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Kovack Advisors sold 17,278 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $254K.
  • Kovack Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2023 and held it in 11 quarters.
  • Kovack Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $254K 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 Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.