MWM
BXMX

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

Maltin 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
2026
Q1 		– Sell
-19,177
Closed -$282K – 138
2025
Q4 		$282K Buy
19,177
+588
+3% +$8.45K 0.11% 110
2025
Q3 		$268K Buy
18,589
+298
+2% +$4.21K 0.11% 109
2025
Q2 		$254K Buy
18,291
+310
+2% +$4.07K 0.11% 107
2025
Q1 		$236K Hold
17,981
– – 0.11% 117
2024
Q4 		$252K Buy
17,981
+560
+3% +$7.76K 0.12% 114
2024
Q3 		$239K Sell
17,421
-1,291
-7% -$17.3K 0.12% 115
2024
Q2 		$253K Buy
18,712
+276
+1% +$3.61K 0.14% 104
2024
Q1 		$244K Hold
18,436
– – 0.14% 106
2023
Q4 		$237K Buy
18,436
+436
+2% +$5.45K 0.15% 101
2023
Q3 		$228K Buy
18,000
+259
+1% +$3.42K 0.16% 103
2023
Q2 		$237K Buy
17,741
+260
+1% +$3.43K 0.17% 93
2023
Q1 		$229K Hold
17,481
– – 0.17% 94
2022
Q4 		$221K Buy
17,481
+656
+4% +$8.46K 0.16% 97
2022
Q3 		$200K Sell
16,825
-16,597
-50% -$220K 0.16% 101
2022
Q2 		$413K Sell
33,422
-19,910
-37% -$268K 0.3% 83
2022
Q1 		$760K Sell
53,332
-6,244
-10% -$87.5K 0.5% 62
2021
Q4 		$873K Sell
59,576
-5,872
-9% -$86.4K 0.52% 58
2021
Q3 		$931K Buy
65,448
+3,123
+5% +$45.8K 0.57% 48
2021
Q2 		$896K Sell
62,325
-68,245
-52% -$961K 0.54% 51
2021
Q1 		$1.76M Sell
130,570
-101,561
-44% -$1.31M 1.14% 27
2020
Q4 		$2.99M Buy
232,131
+2,904
+1% +$34.8K 2.1% 13
2020
Q3 		$2.59M Sell
229,227
-29,193
-11% -$334K 1.84% 15
2020
Q2 		$2.84M Buy
258,420
+101,795
+65% +$1.11M 2.15% 13
2020
Q1 		$1.58M Buy
+156,625
New +$1.95M 1.34% 24

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

Maltin Wealth Management's BXMX Position: Q1 2026 in Review

Maltin Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 19,177 shares — an estimated $282K sold.

Maltin Wealth Management first reported a position in BXMX in Q1 2020 and held it in 24 quarters. The position peaked at $2.99M in Q4 2020. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Maltin Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Maltin Wealth Management sold 19,177 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $282K.
  • Maltin Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2020 and held it in 24 quarters.
  • Maltin Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $2.99M in Q4 2020.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Maltin Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.