Pathstone Holdings
BXMX

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

Pathstone 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
-17,537
Closed -$258K – 2245
2025
Q4 		$258K Hold
17,537
– – ﹤0.01% 2018
2025
Q3 		$253K Hold
17,537
– – ﹤0.01% 2096
2025
Q2 		$243K Hold
17,537
– – ﹤0.01% 1996
2025
Q1 		$230K Hold
17,537
– – ﹤0.01% 2028
2024
Q4 		$245K Hold
17,537
– – ﹤0.01% 2063
2024
Q3 		$241K Hold
17,537
– – ﹤0.01% 2087
2024
Q2 		$237K Hold
17,537
– – ﹤0.01% 2060
2024
Q1 		$232K Hold
17,537
– – ﹤0.01% 2065
2023
Q4 		$225K Buy
+17,537
New +$219K ﹤0.01% 2003

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

Pathstone Holdings's BXMX Position: Q1 2026 in Review

Pathstone Holdings sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 17,537 shares — an estimated $258K sold.

Pathstone Holdings first reported a position in BXMX in Q4 2023 and held it in 9 quarters. The position peaked at $258K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Pathstone Holdings reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Pathstone Holdings sold 17,537 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $258K.
  • Pathstone Holdings first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2023 and held it in 9 quarters.
  • Pathstone Holdings's Nuveen S&P 500 Buy-Write Income Fund position peaked at $258K 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 Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.