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

Marco Investment 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	-34,300	Closed	-$504K	–	233
2025 Q4	$504K	Hold	34,300	–	–	0.04%	145
2025 Q3	$495K	Buy	34,300 +7,000	+26%	+$98.9K	0.04%	143
2025 Q2	$379K	Hold	27,300	–	–	0.03%	159
2025 Q1	$358K	Buy	27,300 +7,000	+34%	+$96.2K	0.03%	160
2024 Q4	$284K	Hold	20,300	–	–	0.02%	176
2024 Q3	$279K	Hold	20,300	–	–	0.02%	174
2024 Q2	$274K	Hold	20,300	–	–	0.03%	175
2024 Q1	$269K	Hold	20,300	–	–	0.03%	179
2023 Q4	$260K	Hold	20,300	–	–	0.03%	177
2023 Q3	$257K	Hold	20,300	–	–	0.03%	169
2023 Q2	$271K	Hold	20,300	–	–	0.03%	171
2023 Q1	$266K	Hold	20,300	–	–	0.03%	171
2022 Q4	$257K	Hold	20,300	–	–	0.03%	167
2022 Q3	$241K	Buy	20,300 +5,645	+39%	+$74.7K	0.03%	170
2022 Q2	$181K	Hold	14,655	–	–	0.02%	194
2022 Q1	$209K	Hold	14,655	–	–	0.02%	197
2021 Q4	$215K	Hold	14,655	–	–	0.02%	207
2021 Q3	$209K	Sell	14,655 -347	-2%	-$5.09K	0.02%	205
2021 Q2	$216K	Hold	15,002	–	–	0.03%	193
2021 Q1	$202K	Buy	15,002 +347	+2%	+$4.47K	0.03%	194
2020 Q4	$189K	Hold	14,655	–	–	0.03%	188
2020 Q3	$165K	Sell	14,655 -2,111	-13%	-$24.1K	0.03%	172
2020 Q2	$184K	Sell	16,766 -2,000	-11%	-$21.7K	0.03%	161
2020 Q1	$190K	Hold	18,766	–	–	0.04%	152
2019 Q4	$258K	Hold	18,766	–	–	0.04%	156
2019 Q3	$245K	Hold	18,766	–	–	0.04%	158
2019 Q2	$250K	Hold	18,766	–	–	0.04%	157
2019 Q1	$248K	Hold	18,766	–	–	0.05%	158
2018 Q4	$227K	Hold	18,766	–	–	0.05%	160
2018 Q3	$270K	Hold	18,766	–	–	0.04%	162
2018 Q2	$264K	Hold	18,766	–	–	0.04%	164
2018 Q1	$250K	Hold	18,766	–	–	0.04%	162
2017 Q4	$267K	Hold	18,766	–	–	0.04%	160
2017 Q3	$262K	Buy	18,766 +3,000	+19%	+$41.6K	0.04%	167
2017 Q2	$218K	Hold	15,766	–	–	0.04%	174
2017 Q1	$209K	Hold	15,766	–	–	0.04%	176
2016 Q4	$201K	Sell	15,766 -1,321	-8%	-$16.8K	0.04%	184
2016 Q3	$226K	Hold	17,087	–	–	0.04%	168
2016 Q2	$223K	Hold	17,087	–	–	0.04%	168
2016 Q1	$217	Hold	17,087	–	–	0.03%	177
2015 Q4	$229K	Hold	17,087	–	–	0.04%	180
2015 Q3	$207K	Hold	17,087	–	–	0.04%	179
2015 Q2	$219K	Buy	+17,087	New	+$219K	0.04%	186

Other funds holding BXMX

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

Marco Investment Management's BXMX Position: Q1 2026 in Review

Marco Investment Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 34,300 shares — an estimated $504K sold.

Marco Investment Management first reported a position in BXMX in Q2 2015 and held it in 43 quarters. The position peaked at $504K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

Marco Investment Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
Marco Investment Management sold 34,300 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $504K.
Marco Investment Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2015 and held it in 43 quarters.
Marco Investment Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $504K 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 Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.