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

Newbridge Financial Services Group’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	-1,061	Closed	-$15.3K	–	1231
2025 Q3	$15.3K	Hold	1,061	–	–	﹤0.01%	802
2025 Q2	$14.7K	Buy	+1,061	New	+$13.9K	﹤0.01%	795
2021 Q3	–	Sell	-1,593	Closed	-$23K	–	1410
2021 Q2	$23K	Buy	1,593 +248	+18%	+$3.49K	0.01%	729
2021 Q1	$18K	Hold	1,345	–	–	0.01%	716
2020 Q4	$17K	Buy	1,345 +4	+0.3%	+$48	0.01%	578
2020 Q3	$15K	Buy	+1,341	New	+$15.3K	0.01%	574

Other funds holding BXMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Newbridge Financial Services Group's BXMX Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2025, closing a stake of 1,061 shares — an estimated $15.3K sold.

Newbridge Financial Services Group first reported a position in BXMX in Q3 2020 and held it in 6 quarters. The position peaked at $23K in Q2 2021. 176 funds tracked by Wall St. Rank hold BXMX as of Q4 2025.

Newbridge Financial Services Group reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 1,061 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2025, an estimated $15.3K.
Newbridge Financial Services Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2020 and held it in 6 quarters.
Newbridge Financial Services Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $23K in Q2 2021.
176 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.