Osaic Holdings
BXMX

Osaic Holdings’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Osaic Holdings’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
-451,649
Closed -$6.64M – 7838
2025
Q4 		$6.64M Buy
451,649
+32,376
+8% +$465K 0.01% 1185
2025
Q3 		$5.97M Buy
419,273
+38,314
+10% +$541K 0.01% 1335
2025
Q2 		$5.29M Buy
380,959
+11,267
+3% +$148K 0.01% 1205
2025
Q1 		$4.85M Buy
369,692
+5,995
+2% +$82.4K 0.01% 1061
2024
Q4 		$5.09M Buy
363,697
+108,428
+42% +$1.5M 0.01% 1029
2024
Q3 		$3.5M Sell
255,269
-8,420
-3% -$113K 0.01% 1292
2024
Q2 		$3.56M Sell
263,689
-121,098
-31% -$1.58M 0.01% 1234
2024
Q1 		$5.09M Sell
384,787
-2,164
-0.6% -$28.2K 0.01% 1023
2023
Q4 		$4.96M Sell
386,951
-41,911
-10% -$524K 0.01% 1206
2023
Q3 		$5.43M Buy
428,862
+86,153
+25% +$1.14M 0.01% 1265
2023
Q2 		$4.58M Sell
342,709
-96,434
-22% -$1.27M 0.01% 1243
2023
Q1 		$5.75M Buy
439,143
+1,502
+0.3% +$19.7K 0.01% 1060
2022
Q4 		$5.54M Buy
437,641
+78,103
+22% +$1.01M 0.01% 1029
2022
Q3 		$4.27M Buy
359,538
+81,194
+29% +$1.07M 0.01% 1106
2022
Q2 		$3.44M Sell
278,344
-10,646
-4% -$143K 0.01% 1283
2022
Q1 		$4.04M Sell
288,990
-8,261
-3% -$116K 0.01% 1361
2021
Q4 		$4.36M Buy
297,251
+22,183
+8% +$326K 0.01% 1196
2021
Q3 		$3.92M Sell
275,068
-8,406
-3% -$123K 0.01% 1207
2021
Q2 		$4.08M Sell
283,474
-12,050
-4% -$170K 0.01% 1164
2021
Q1 		$3.99M Sell
295,524
-1,285
-0.4% -$16.6K 0.01% 1095
2020
Q4 		$3.82M Sell
296,809
-20,920
-7% -$251K 0.01% 1007
2020
Q3 		$3.58M Buy
317,729
+6,949
+2% +$79.4K 0.01% 944
2020
Q2 		$3.42M Sell
310,780
-415,980
-57% -$4.52M 0.01% 910
2020
Q1 		$7.34M Buy
+726,760
New +$9.05M 0.03% 469

Other funds holding BXMX

IA
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

Osaic Holdings's BXMX Position: Q1 2026 in Review

Osaic Holdings sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 451,649 shares — an estimated $6.64M sold.

Osaic Holdings first reported a position in BXMX in Q1 2020 and held it in 24 quarters. The position peaked at $7.34M in Q1 2020. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Osaic Holdings reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Osaic Holdings sold 451,649 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $6.64M.
  • Osaic Holdings first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2020 and held it in 24 quarters.
  • Osaic Holdings's Nuveen S&P 500 Buy-Write Income Fund position peaked at $7.34M in Q1 2020.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.