MTC
BXMX

Matrix Trust Company’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Matrix Trust Company’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
Q4 		– Sell
-52,360
Closed -$752K – 229
2025
Q3 		$756K Sell
52,360
-5,495
-9% -$77.6K 0.12% 77
2025
Q2 		$803K Buy
57,855
+384
+0.7% +$5.05K 0.13% 77
2025
Q1 		$754K Buy
57,471
+18,729
+48% +$258K 0.13% 78
2024
Q4 		$542K Buy
38,742
+33,701
+669% +$467K 0.09% 70
2024
Q3 		$69K Buy
+5,041
New +$67.4K 0.01% 80

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Matrix Trust Company's BXMX Position: Q4 2025 in Review

Matrix Trust Company sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2025, closing a stake of 52,360 shares — an estimated $752K sold.

Matrix Trust Company first reported a position in BXMX in Q3 2024 and held it in 5 quarters. The position peaked at $803K in Q2 2025. 176 funds tracked by Wall St. Rank hold BXMX as of Q4 2025.

  • Matrix Trust Company reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2025 after selling out during the quarter.
  • Matrix Trust Company sold 52,360 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2025, an estimated $752K.
  • Matrix Trust Company first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2024 and held it in 5 quarters.
  • Matrix Trust Company's Nuveen S&P 500 Buy-Write Income Fund position peaked at $803K in Q2 2025.
  • 176 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2025.

Based on Matrix Trust Company's 13F filing for Q4 2025, filed 13 Jan 2026.