PMFA
BXMX

Plante Moran Financial Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Plante Moran Financial Advisors’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
2025
Q1 		– Sell
-349
Closed -$4.88K – 814
2024
Q4 		$4.88K Buy
+349
New +$4.84K ﹤0.01% 690
2018
Q3 		– Sell
-1,000
Closed -$14K – 763
2018
Q2 		$14K Buy
+1,000
New +$14K 0.01% 511

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Plante Moran Financial Advisors's BXMX Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2025, closing a stake of 349 shares — an estimated $4.88K sold.

Plante Moran Financial Advisors first reported a position in BXMX in Q2 2018 and held it in 2 quarters. The position peaked at $14K in Q2 2018. 163 funds tracked by Wall St. Rank hold BXMX as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 349 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2025, an estimated $4.88K.
  • Plante Moran Financial Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2018 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $14K in Q2 2018.
  • 163 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.