PFGIA
BXMX

Patriot Financial Group Insurance Agency’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Patriot Financial Group Insurance Agency’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
-27,978
Closed -$411K – 706
2025
Q4 		$411K Sell
27,978
-147
-0.5% -$2.11K 0.05% 323
2025
Q3 		$406K Buy
28,125
+495
+2% +$6.99K 0.05% 327
2025
Q2 		$384K Buy
27,630
+254
+0.9% +$3.34K 0.04% 359
2025
Q1 		$359K Sell
27,376
-1,349
-5% -$18.5K 0.05% 350
2024
Q4 		$402K Sell
28,725
-96
-0.3% -$1.33K 0.05% 318
2024
Q3 		$395K Buy
28,821
+23
+0.1% +$307 0.05% 329
2024
Q2 		$389K Buy
28,798
+225
+0.8% +$2.94K 0.06% 312
2024
Q1 		$378K Buy
28,573
+227
+0.8% +$2.96K 0.06% 315
2023
Q4 		$364K Sell
28,346
-841
-3% -$10.5K 0.07% 297
2023
Q3 		$370K Sell
29,187
-90
-0.3% -$1.19K 0.08% 294
2023
Q2 		$391K Buy
29,277
+209
+0.7% +$2.76K 0.07% 284
2023
Q1 		$381K Sell
29,068
-100
-0.3% -$1.31K 0.08% 277
2022
Q4 		$369K Buy
29,168
+435
+2% +$5.61K 0.05% 268
2022
Q3 		$341K Sell
28,733
-1,277
-4% -$16.9K 0.08% 271
2022
Q2 		$371K Sell
30,010
-3,010
-9% -$40.5K 0.08% 259
2022
Q1 		$471K Sell
33,020
-1,094
-3% -$15.3K 0.08% 244
2021
Q4 		$500K Buy
34,114
+694
+2% +$10.2K 0.08% 242
2021
Q3 		$476K Buy
33,420
+2,195
+7% +$32.2K 0.08% 244
2021
Q2 		$449K Buy
31,225
+505
+2% +$7.11K 0.08% 248
2021
Q1 		$414K Buy
30,720
+1,688
+6% +$21.8K 0.09% 229
2020
Q4 		$374K Buy
29,032
+1,486
+5% +$17.8K 0.09% 221
2020
Q3 		$311K Buy
27,546
+206
+0.8% +$2.35K 0.1% 196
2020
Q2 		$301K Sell
27,340
-552
-2% -$6K 0.12% 178
2020
Q1 		$282K Buy
27,892
+706
+3% +$8.79K 0.13% 171
2019
Q4 		$384K Buy
27,186
+1,159
+4% +$15.7K 0.14% 137
2019
Q3 		$340K Hold
26,027
– – 0.15% 129
2019
Q2 		$347K Sell
26,027
-1,220
-4% -$16K 0.15% 122
2019
Q1 		$360K Sell
27,247
-608
-2% -$7.86K 0.18% 98
2018
Q4 		$336K Sell
27,855
-18
-0.1% -$237 0.22% 78
2018
Q3 		$401K Buy
27,873
+5,970
+27% +$85.7K 0.24% 63
2018
Q2 		$309K Buy
21,903
+248
+1% +$3.46K 0.33% 52
2018
Q1 		$287K Buy
21,655
+2,605
+14% +$35.9K 0.21% 99
2017
Q4 		$270K Buy
19,050
+6,035
+46% +$84.7K 0.2% 98
2017
Q3 		$181K Buy
13,015
+4,258
+49% +$59K 0.16% 114
2017
Q2 		$122K Buy
8,757
+3,551
+68% +$49.2K 0.13% 140
2017
Q1 		$70K Buy
5,206
+803
+18% +$10.6K 0.07% 186
2016
Q4 		$57K Buy
+4,403
New +$56K 0.08% 196

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

Patriot Financial Group Insurance Agency's BXMX Position: Q1 2026 in Review

Patriot Financial Group Insurance Agency sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 27,978 shares — an estimated $411K sold.

Patriot Financial Group Insurance Agency first reported a position in BXMX in Q4 2016 and held it in 37 quarters. The position peaked at $500K in Q4 2021. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 27,978 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $411K.
  • Patriot Financial Group Insurance Agency first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2016 and held it in 37 quarters.
  • Patriot Financial Group Insurance Agency's Nuveen S&P 500 Buy-Write Income Fund position peaked at $500K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2026, filed 22 Apr 2026.