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

&Partners’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	-201,587	Closed	-$2.96M	–	2409
2025 Q4	$2.96M	Buy	201,587 +110,239	+121%	+$1.58M	0.02%	690
2025 Q3	$1.32M	Buy	91,348 +3,540	+4%	+$50K	0.01%	960
2025 Q2	$1.22M	Buy	87,808 +35,435	+68%	+$466K	0.01%	883
2025 Q1	$682K	Buy	52,373 +1,535	+3%	+$21.1K	0.01%	992
2024 Q4	$708K	Buy	50,838 +4,961	+11%	+$68.7K	0.01%	908
2024 Q3	$629K	Buy	+45,877	New	+$613K	0.01%	762

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

&Partners's BXMX Position: Q1 2026 in Review

&Partners sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 201,587 shares — an estimated $2.96M sold.

&Partners first reported a position in BXMX in Q3 2024 and held it in 6 quarters. The position peaked at $2.96M in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

&Partners reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
&Partners sold 201,587 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $2.96M.
&Partners first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2024 and held it in 6 quarters.
&Partners's Nuveen S&P 500 Buy-Write Income Fund position peaked at $2.96M in Q4 2025.
4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.