PK
BXMX

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

Pflug Koory’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
-38,938
Closed -$572K – 421
2025
Q4 		$572K Buy
38,938
+1,830
+5% +$26.3K 0.27% 83
2025
Q3 		$536K Buy
37,108
+3,426
+10% +$48.4K 0.25% 87
2025
Q2 		$468K Hold
33,682
– – 0.24% 93
2025
Q1 		$442K Sell
33,682
-935
-3% -$12.9K 0.25% 94
2024
Q4 		$484K Hold
34,617
– – 0.25% 87
2024
Q3 		$475K Buy
+34,617
New +$463K 0.23% 87
2024
Q1 		$498K Hold
37,617
– – 0.24% 90
2023
Q4 		$483K Hold
37,617
– – 0.26% 86
2023
Q3 		$476K Hold
37,617
– – 0.28% 84
2023
Q2 		$503K Hold
37,617
– – 0.26% 92
2023
Q1 		$492K Sell
37,617
-600
-2% -$7.85K 0.27% 94
2022
Q4 		$483K Buy
38,217
+1,500
+4% +$19.3K 0.27% 93
2022
Q3 		$436K Buy
36,717
+125
+0.3% +$1.65K 0.27% 92
2022
Q2 		$453K Buy
36,592
+100
+0.3% +$1.35K 0.26% 91
2022
Q1 		$520K Buy
36,492
+9,000
+33% +$126K 0.26% 91
2021
Q4 		$403K Hold
27,492
– – 0.2% 108
2021
Q3 		$391K Buy
27,492
+200
+0.7% +$2.93K 0.21% 103
2021
Q2 		$392K Hold
27,292
– – 0.21% 105
2021
Q1 		$368K Buy
27,292
+1,710
+7% +$22K 0.2% 110
2020
Q4 		$329K Buy
25,582
+4,600
+22% +$55.2K 0.19% 113
2020
Q3 		$237K Hold
20,982
– – 0.16% 128
2020
Q2 		$231K Hold
20,982
– – 0.17% 125
2020
Q1 		$212K Hold
20,982
– – 0.19% 120
2019
Q4 		$289K Hold
20,982
– – 0.2% 119
2019
Q3 		$274K Hold
20,982
– – 0.21% 121
2019
Q2 		$279K Hold
20,982
– – 0.21% 116
2019
Q1 		$277K Hold
20,982
– – 0.22% 115
2018
Q4 		$253K Hold
20,982
– – 0.22% 115
2018
Q3 		$302K Hold
20,982
– – 0.24% 115
2018
Q2 		$296K Hold
20,982
– – 0.23% 117
2018
Q1 		$279K Buy
+20,982
New +$290K 0.23% 120

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

Pflug Koory's BXMX Position: Q1 2026 in Review

Pflug Koory sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 38,938 shares — an estimated $572K sold.

Pflug Koory first reported a position in BXMX in Q1 2018 and held it in 31 quarters. The position peaked at $572K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Pflug Koory reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Pflug Koory sold 38,938 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $572K.
  • Pflug Koory first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2018 and held it in 31 quarters.
  • Pflug Koory's Nuveen S&P 500 Buy-Write Income Fund position peaked at $572K 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 Pflug Koory's 13F filing for Q1 2026, filed 22 Apr 2026.