MWA
BXMX

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

Medallion Wealth Advisors’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
Q2 		– Sell
-481
Closed -$6.33K – 1107
2025
Q1 		$6.33K Hold
481
– – ﹤0.01% 754
2024
Q4 		$6.73K Buy
+481
New +$6.67K ﹤0.01% 713

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Medallion Wealth Advisors's BXMX Position: Q2 2025 in Review

Medallion Wealth Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2025, closing a stake of 481 shares — an estimated $6.33K sold.

Medallion Wealth Advisors first reported a position in BXMX in Q4 2024 and held it in 2 quarters. The position peaked at $6.73K in Q4 2024. 158 funds tracked by Wall St. Rank hold BXMX as of Q2 2025.

  • Medallion Wealth Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 481 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2025, an estimated $6.33K.
  • Medallion Wealth Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2024 and held it in 2 quarters.
  • Medallion Wealth Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $6.73K in Q4 2024.
  • 158 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2025.

Based on Medallion Wealth Advisors's 13F filing for Q2 2025, filed 24 Apr 2026.