Palogic Value Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Palogic Value Management’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	-21,371	Closed	-$314K	–	182
2025 Q4	$314K	Hold	21,371	–	–	0.13%	140
2025 Q3	$309K	Hold	21,371	–	–	0.12%	138
2025 Q2	$297K	Sell	21,371 -500	-2%	-$6.57K	0.12%	136
2025 Q1	$287K	Hold	21,871	–	–	0.12%	126
2024 Q4	$306K	Hold	21,871	–	–	0.12%	136
2024 Q3	$300K	Hold	21,871	–	–	0.1%	145
2024 Q2	$295K	Sell	21,871 -1,500	-6%	-$19.6K	0.13%	125
2024 Q1	$309K	Sell	23,371 -1,000	-4%	-$13K	0.13%	122
2023 Q4	$313K	Sell	24,371 -1,000	-4%	-$12.5K	0.14%	120
2023 Q3	$321K	Hold	25,371	–	–	0.15%	120
2023 Q2	$339K	Sell	25,371 -1,000	-4%	-$13.2K	0.16%	120
2023 Q1	$345K	Sell	26,371 -2,500	-9%	-$32.7K	0.17%	126
2022 Q4	$365K	Buy	+28,871	New	+$372K	0.19%	112

Other funds holding BXMX

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

Palogic Value Management's BXMX Position: Q1 2026 in Review

Palogic Value Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 21,371 shares — an estimated $314K sold.

Palogic Value Management first reported a position in BXMX in Q4 2022 and held it in 13 quarters. The position peaked at $365K in Q4 2022. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

Palogic Value Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
Palogic Value Management sold 21,371 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $314K.
Palogic Value Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2022 and held it in 13 quarters.
Palogic Value Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $365K in Q4 2022.
4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Palogic Value Management's 13F filing for Q1 2026, filed 15 May 2026.