Oliver Lagore Vanvalin Investment Group’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$126K	Buy	+9,597	New	+$126K	0.05%	170
2024 Q4	$134K	Hold	9,597	–	–	0.03%	149
2024 Q3	$132K	Hold	9,597	–	–	0.04%	150
2024 Q2	$130K	Hold	9,597	–	–	0.04%	147
2024 Q1	$127K	Hold	9,597	–	–	0.04%	161
2023 Q4	$123K	Hold	9,597	–	–	0.05%	137
2023 Q3	$121K	Buy	9,597 +800	+9%	+$10.6K	0.05%	150
2023 Q2	$118K	Buy	8,797 +2,400	+38%	+$31.7K	0.04%	161
2023 Q1	$83.7K	Buy	6,397 +978	+18%	+$12.8K	0.04%	142
2022 Q4	$68.5K	Buy	5,419 +3,419	+171%	+$44.1K	0.04%	155
2022 Q3	$24K	Buy	+2,000	New	+$26.5K	0.02%	233

Other funds holding BXMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's BXMX Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2025: 9,597 shares worth $126K. The stake represents 0.05% of the portfolio and ranks #170 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in BXMX as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in BXMX in Q3 2022 and has held it in 11 quarters since. The position peaked at $134K in Q4 2024. 158 funds tracked by Wall St. Rank hold BXMX as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 9,597 shares of Nuveen S&P 500 Buy-Write Income Fund worth $126K as of Q2 2025.
Nuveen S&P 500 Buy-Write Income Fund was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Nuveen S&P 500 Buy-Write Income Fund made up 0.05% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #170 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2022 and has held it in 11 quarters since.
Oliver Lagore Vanvalin Investment Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $134K 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 Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.