LWL
BXMX

Leo Wealth LLC’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Leo Wealth LLC’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
-34,991
Closed -$514K – 456
2025
Q4 		$514K Hold
34,991
– – 0.04% 253
2025
Q3 		$505K Hold
34,991
– – 0.07% 174
2025
Q2 		$486K Hold
34,991
– – 0.04% 238
2025
Q1 		$459K Hold
34,991
– – 0.07% 183
2024
Q4 		$490K Hold
34,991
– – 0.04% 237
2024
Q3 		$480K Hold
34,991
– – 0.04% 230
2024
Q2 		$472K Hold
34,991
– – 0.05% 226
2024
Q1 		$463K Hold
34,991
– – 0.05% 225
2023
Q4 		$449K Buy
+34,991
New +$438K 0.05% 212

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

Leo Wealth LLC's BXMX Position: Q1 2026 in Review

Leo Wealth LLC sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 34,991 shares — an estimated $514K sold.

Leo Wealth LLC first reported a position in BXMX in Q4 2023 and held it in 9 quarters. The position peaked at $514K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Leo Wealth LLC reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Leo Wealth LLC sold 34,991 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $514K.
  • Leo Wealth LLC first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2023 and held it in 9 quarters.
  • Leo Wealth LLC's Nuveen S&P 500 Buy-Write Income Fund position peaked at $514K 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 Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.