LPL Financial
BXMX

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

LPL Financial’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
-1,722,466
Closed -$25.3M – 6000
2025
Q4 		$25.3M Sell
1,722,466
-5,480
-0.3% -$78.7K 0.01% 1256
2025
Q3 		$25M Buy
1,727,946
+98,895
+6% +$1.4M 0.01% 1225
2025
Q2 		$22.6M Buy
1,629,051
+13,705
+0.8% +$180K 0.01% 1181
2025
Q1 		$21.2M Sell
1,615,346
-66,340
-4% -$912K 0.01% 1116
2024
Q4 		$23.5M Sell
1,681,686
-5,509
-0.3% -$76.3K 0.01% 997
2024
Q3 		$23.1M Buy
1,687,195
+28,984
+2% +$387K 0.01% 971
2024
Q2 		$22.4M Sell
1,658,211
-12,362
-0.7% -$162K 0.01% 917
2024
Q1 		$22.1M Sell
1,670,573
-28,458
-2% -$371K 0.01% 901
2023
Q4 		$21.8M Buy
1,699,031
+32,652
+2% +$408K 0.01% 840
2023
Q3 		$21.1M Buy
1,666,379
+171,538
+11% +$2.26M 0.01% 781
2023
Q2 		$20M Buy
1,494,841
+119,685
+9% +$1.58M 0.01% 792
2023
Q1 		$18M Sell
1,375,156
-12,564
-0.9% -$164K 0.01% 802
2022
Q4 		$17.6M Sell
1,387,720
-156,898
-10% -$2.02M 0.02% 760
2022
Q3 		$18.4M Sell
1,544,618
-84,015
-5% -$1.11M 0.02% 693
2022
Q2 		$20.1M Sell
1,628,633
-58,819
-3% -$792K 0.02% 641
2022
Q1 		$24M Buy
1,687,452
+43,972
+3% +$616K 0.02% 597
2021
Q4 		$24.1M Buy
1,643,480
+249,509
+18% +$3.67M 0.02% 610
2021
Q3 		$19.8M Buy
1,393,971
+287,038
+26% +$4.21M 0.02% 630
2021
Q2 		$15.9M Buy
1,106,933
+90,933
+9% +$1.28M 0.02% 679
2021
Q1 		$13.7M Buy
1,016,000
+234,001
+30% +$3.02M 0.02% 686
2020
Q4 		$10.1M Buy
781,999
+219,258
+39% +$2.63M 0.01% 740
2020
Q3 		$6.35M Buy
562,741
+50,312
+10% +$575K 0.01% 837
2020
Q2 		$5.64M Buy
512,429
+352,415
+220% +$3.83M 0.01% 816
2020
Q1 		$1.62M Buy
160,014
+995
+0.6% +$12.4K ﹤0.01% 1323
2019
Q4 		$2.19M Buy
159,019
+6,378
+4% +$86.3K ﹤0.01% 1297
2019
Q3 		$2M Buy
152,641
+13,009
+9% +$170K ﹤0.01% 1247
2019
Q2 		$1.86M Buy
139,632
+13,077
+10% +$172K ﹤0.01% 1296
2019
Q1 		$1.67M Buy
126,555
+3,749
+3% +$48.5K ﹤0.01% 1297
2018
Q4 		$1.48M Sell
122,806
-29,339
-19% -$386K ﹤0.01% 1245
2018
Q3 		$2.19M Sell
152,145
-38,732
-20% -$556K 0.01% 1126
2018
Q2 		$2.69M Buy
190,877
+7,947
+4% +$111K 0.01% 966
2018
Q1 		$2.44M Buy
182,930
+8,701
+5% +$120K 0.01% 1002
2017
Q4 		$2.48M Buy
174,229
+7,823
+5% +$110K 0.01% 941
2017
Q3 		$2.33M Buy
166,406
+20,276
+14% +$281K 0.01% 906
2017
Q2 		$2.02M Sell
146,130
-383,300
-72% -$5.31M 0.01% 933
2017
Q1 		$7.04M Buy
529,430
+30,416
+6% +$401K 0.05% 328
2016
Q4 		$6.36M Buy
499,014
+10,080
+2% +$128K 0.05% 335
2016
Q3 		$6.39M Sell
488,934
-60,768
-11% -$795K 0.06% 298
2016
Q2 		$7.23M Sell
549,702
-542,618
-50% -$6.95M 0.06% 268
2016
Q1 		$14M Buy
1,092,320
+73,482
+7% +$900K 0.04% 355
2015
Q4 		$13.3M Buy
1,018,838
+594,822
+140% +$7.62M 0.04% 365
2015
Q3 		$5.23M Buy
424,016
+58,060
+16% +$739K 0.03% 446
2015
Q2 		$4.69M Sell
365,956
-27,502
-7% -$353K 0.02% 540
2015
Q1 		$4.98M Sell
393,458
-4,199
-1% -$54.2K 0.03% 522
2014
Q4 		$4.82M Buy
397,657
+273,339
+220% +$3.48M 0.03% 505
2014
Q3 		$1.59M Buy
124,318
+14,340
+13% +$187K 0.01% 994
2014
Q2 		$1.44M Sell
109,978
-6,043
-5% -$77.6K 0.01% 1088
2014
Q1 		$1.47M Buy
116,021
+4,814
+4% +$60.1K 0.01% 1016
2013
Q4 		$1.4M Buy
111,207
+3,938
+4% +$48.8K 0.01% 1034
2013
Q3 		$1.32M Buy
107,269
+1,753
+2% +$21.8K 0.01% 1022
2013
Q2 		$1.33M Buy
+105,516
New +$1.34M 0.01% 948

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

LPL Financial's BXMX Position: Q1 2026 in Review

LPL Financial sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 1,722,466 shares — an estimated $25.3M sold.

LPL Financial first reported a position in BXMX in Q2 2013 and held it in 51 quarters. The position peaked at $25.3M in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • LPL Financial reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • LPL Financial sold 1,722,466 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $25.3M.
  • LPL Financial first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2013 and held it in 51 quarters.
  • LPL Financial's Nuveen S&P 500 Buy-Write Income Fund position peaked at $25.3M 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 LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.