LC
BXMX

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

Lindbrook Capital’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 		$9.05M Hold
690,062
– – 0.83% 19
2024
Q4 		$9.65M Buy
690,062
+424
+0.1% +$5.88K 0.87% 18
2024
Q3 		$9.46M Buy
689,638
+215,808
+46% +$2.88M 0.84% 19
2024
Q2 		$6.4M Buy
473,830
+17,700
+4% +$231K 0.6% 27
2024
Q1 		$6.03M Buy
456,130
+5,866
+1% +$76.5K 0.56% 33
2023
Q4 		$5.78M Sell
450,264
-47,371
-10% -$592K 0.58% 30
2023
Q3 		$6.3M Sell
497,635
-5,775
-1% -$76.2K 0.7% 24
2023
Q2 		$6.73M Sell
503,410
-15
-0% -$198 0.72% 21
2023
Q1 		$6.59M Sell
503,425
-265
-0.1% -$3.47K 0.77% 21
2022
Q4 		$6.37M Buy
503,690
+102,800
+26% +$1.33M 0.78% 20
2022
Q3 		$4.76M Sell
400,890
-39,113
-9% -$518K 0.8% 16
2022
Q2 		$5.44M Sell
440,003
-136,411
-24% -$1.84M 0.9% 16
2022
Q1 		$8.21M Buy
576,414
+129,782
+29% +$1.82M 1.27% 13
2021
Q4 		$6.54M Buy
446,632
+286,323
+179% +$4.21M 1% 15
2021
Q3 		$2.28M Sell
160,309
-229
-0.1% -$3.36K 0.6% 18
2021
Q2 		$2.31M Sell
160,538
-4,250
-3% -$59.9K 0.52% 24
2021
Q1 		$2.22M Sell
164,788
-1,055
-0.6% -$13.6K 0.5% 27
2020
Q4 		$2.14M Buy
165,843
+5,856
+4% +$70.2K 0.52% 25
2020
Q3 		$1.8M Buy
159,987
+18,780
+13% +$215K 0.5% 25
2020
Q2 		$1.55M Sell
141,207
-879
-0.6% -$9.56K 0.46% 26
2020
Q1 		$1.44M Buy
+142,086
New +$1.77M 0.54% 23

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Lindbrook Capital's BXMX Position: Q1 2025 in Review

Lindbrook Capital held its Nuveen S&P 500 Buy-Write Income Fund (BXMX) position steady in Q1 2025 at 690,062 shares worth $9.05M. The position accounts for 0.83% of the portfolio, ranked #19.

Lindbrook Capital first reported a position in BXMX in Q1 2020 and has held it in 21 quarters since. The position peaked at $9.65M in Q4 2024. 163 funds tracked by Wall St. Rank hold BXMX as of Q1 2025.

  • Lindbrook Capital held 690,062 shares of Nuveen S&P 500 Buy-Write Income Fund worth $9.05M as of Q1 2025.
  • Lindbrook Capital left its Nuveen S&P 500 Buy-Write Income Fund share count unchanged in Q1 2025.
  • Nuveen S&P 500 Buy-Write Income Fund made up 0.83% of Lindbrook Capital's portfolio in Q1 2025, its #19 holding.
  • Lindbrook Capital first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2020 and has held it in 21 quarters since.
  • Lindbrook Capital's Nuveen S&P 500 Buy-Write Income Fund position peaked at $9.65M in Q4 2024.
  • 163 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.