LCWP
BXMX

Legacy Capital Wealth Partners’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Legacy Capital Wealth 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
Q1 		– Sell
-152,261
Closed -$2.13M – 354
2024
Q4 		$2.13M Buy
+152,261
New +$2.11M 0.53% 26
2024
Q3 		– Sell
-298,274
Closed -$4.03M – 361
2024
Q2 		$4.03M Buy
+298,274
New +$3.9M 1.03% 19

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Legacy Capital Wealth Partners's BXMX Position: Q1 2025 in Review

Legacy Capital Wealth Partners sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2025, closing a stake of 152,261 shares — an estimated $2.13M sold.

Legacy Capital Wealth Partners first reported a position in BXMX in Q2 2024 and held it in 2 quarters. The position peaked at $4.03M in Q2 2024. 163 funds tracked by Wall St. Rank hold BXMX as of Q1 2025.

  • Legacy Capital Wealth Partners reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 152,261 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2025, an estimated $2.13M.
  • Legacy Capital Wealth Partners first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2024 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's Nuveen S&P 500 Buy-Write Income Fund position peaked at $4.03M in Q2 2024.
  • 163 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.