PG
BXMX

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

Patten Group’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
-67,086
Closed -$986K – 298
2025
Q4 		$986K Buy
67,086
+9,617
+17% +$138K 0.18% 140
2025
Q3 		$830K Sell
57,469
-746
-1% -$10.5K 0.16% 147
2025
Q2 		$808K Sell
58,215
-430
-0.7% -$5.65K 0.17% 149
2025
Q1 		$769K Sell
58,645
-2,756
-4% -$37.9K 0.18% 151
2024
Q4 		$859K Sell
61,401
-83
-0.1% -$1.15K 0.19% 137
2024
Q3 		$844K Sell
61,484
-1,243
-2% -$16.6K 0.19% 143
2024
Q2 		$847K Sell
62,727
-18,171
-22% -$238K 0.2% 130
2024
Q1 		$1.07M Sell
80,898
-467
-0.6% -$6.09K 0.26% 105
2023
Q4 		$1.04M Buy
81,365
+986
+1% +$12.3K 0.28% 103
2023
Q3 		$1.02M Buy
80,379
+452
+0.6% +$5.97K 0.3% 101
2023
Q2 		$1.07M Buy
79,927
+3,287
+4% +$43.4K 0.16% 99
2023
Q1 		$1M Buy
76,640
+4,944
+7% +$64.7K 0.3% 94
2022
Q4 		$907K Buy
71,696
+17,371
+32% +$224K 0.28% 106
2022
Q3 		$661K Buy
54,325
+7,703
+17% +$102K 0.23% 124
2022
Q2 		$604K Buy
46,622
+702
+2% +$9.45K 0.19% 136
2022
Q1 		$654K Buy
45,920
+3,020
+7% +$42.3K 0.18% 137
2021
Q4 		$628K Buy
42,900
+779
+2% +$11.5K 0.17% 141
2021
Q3 		$599K Buy
42,121
+806
+2% +$11.8K 0.18% 139
2021
Q2 		$594K Sell
41,315
-875
-2% -$12.3K 0.17% 142
2021
Q1 		$569K Buy
42,190
+686
+2% +$8.85K 0.18% 139
2020
Q4 		$535K Buy
41,504
+670
+2% +$8.04K 0.14% 141
2020
Q3 		$461K Sell
40,834
-150
-0.4% -$1.72K 0.18% 134
2020
Q2 		$451K Buy
40,984
+2,315
+6% +$25.2K 0.19% 121
2020
Q1 		$391K Sell
38,669
-960
-2% -$12K 0.2% 113
2019
Q4 		$545K Buy
39,629
+5,950
+18% +$80.5K 0.2% 120
2019
Q3 		$440K Buy
33,679
+8,015
+31% +$105K 0.18% 126
2019
Q2 		$342K Buy
25,664
+8,825
+52% +$116K 0.14% 150
2019
Q1 		$222K Buy
16,839
+10,274
+156% +$133K 0.1% 181
2018
Q4 		$79K Sell
6,565
-1,900
-22% -$25K 0.04% 233
2018
Q3 		$122K Hold
8,465
– – 0.05% 232
2018
Q2 		$119K Sell
8,465
-225
-3% -$3.14K 0.05% 229
2018
Q1 		$116K Sell
8,690
-200
-2% -$2.76K 0.05% 233
2017
Q4 		$127K Sell
8,890
-500
-5% -$7.02K 0.05% 228
2017
Q3 		$131K Sell
9,390
-10,790
-53% -$149K 0.05% 231
2017
Q2 		$284K Sell
20,180
-6,459
-24% -$89.5K 0.12% 168
2017
Q1 		$359K Buy
26,639
+2,675
+11% +$35.3K 0.16% 134
2016
Q4 		$313K Buy
23,964
+2,020
+9% +$25.7K 0.14% 140
2016
Q3 		$278K Sell
21,944
-700
-3% -$9.16K 0.13% 147
2016
Q2 		$295K Sell
22,644
-704
-3% -$9.01K 0.14% 141
2016
Q1 		$297K Buy
23,348
+840
+4% +$10.3K 0.14% 138
2015
Q4 		$302K Buy
22,508
+7,349
+48% +$94.1K 0.15% 141
2015
Q3 		$183K Sell
15,159
-2,695
-15% -$34.3K 0.09% 167
2015
Q2 		$229K Sell
17,854
-3,595
-17% -$46.1K 0.11% 163
2015
Q1 		$275K Buy
+21,449
New +$277K 0.14% 149

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

Patten Group's BXMX Position: Q1 2026 in Review

Patten Group sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 67,086 shares — an estimated $986K sold.

Patten Group first reported a position in BXMX in Q1 2015 and held it in 44 quarters. The position peaked at $1.07M in Q1 2024. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Patten Group reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Patten Group sold 67,086 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $986K.
  • Patten Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2015 and held it in 44 quarters.
  • Patten Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1.07M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.