Laird Norton Wetherby Wealth Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Laird Norton Wetherby Wealth Management’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 Q3	$380K	Hold	26,302	–	–	0.02%	669
2025 Q2	$365K	Buy	+26,302	New	+$346K	0.02%	662
2024 Q4	$175K	Hold	12,534	–	–	0.01%	852
2024 Q3	$172K	Hold	12,534	–	–	0.01%	893
2024 Q2	$169K	Hold	12,534	–	–	0.01%	874
2024 Q1	$166K	Buy	+12,534	New	+$163K	0.01%	911

Other funds holding BXMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's BXMX Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its Nuveen S&P 500 Buy-Write Income Fund (BXMX) position steady in Q3 2025 at 26,302 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #669.

Laird Norton Wetherby Wealth Management first reported a position in BXMX in Q1 2024 and has held it in 6 quarters since. 156 funds tracked by Wall St. Rank hold BXMX as of Q3 2025.

Laird Norton Wetherby Wealth Management held 26,302 shares of Nuveen S&P 500 Buy-Write Income Fund worth $380K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its Nuveen S&P 500 Buy-Write Income Fund share count unchanged in Q3 2025.
Nuveen S&P 500 Buy-Write Income Fund made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #669 holding.
Laird Norton Wetherby Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2024 and has held it in 6 quarters since.
156 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.