Kovitz Investment Group Partners
BXMX

Kovitz Investment Group Partners’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-124,735
Closed -$1.8M – 570
2025
Q3 		$1.8M Buy
124,735
+19,004
+18% +$268K 0.01% 690
2025
Q2 		$1.47M Buy
105,731
+29,828
+39% +$392K 0.01% 709
2025
Q1 		$996K Buy
+75,903
New +$1.04M 0.01% 740

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Kovitz Investment Group Partners's BXMX Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2025, closing a stake of 124,735 shares — an estimated $1.8M sold.

Kovitz Investment Group Partners first reported a position in BXMX in Q1 2025 and held it in 3 quarters. The position peaked at $1.8M in Q3 2025. 176 funds tracked by Wall St. Rank hold BXMX as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 124,735 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2025, an estimated $1.8M.
  • Kovitz Investment Group Partners first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1.8M in Q3 2025.
  • 176 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.