PFO
BXMX

PMG Family Office’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

PMG Family Office’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
-37,052
Closed -$545K – 101
2025
Q4 		$545K Buy
37,052
+25
+0.1% +$359 0.63% 58
2025
Q3 		$545K Buy
+37,027
New +$523K 0.61% 60

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

PMG Family Office's BXMX Position: Q1 2026 in Review

PMG Family Office sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 37,052 shares — an estimated $545K sold.

PMG Family Office first reported a position in BXMX in Q3 2025 and held it in 2 quarters. The position peaked at $545K in Q3 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • PMG Family Office reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • PMG Family Office sold 37,052 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $545K.
  • PMG Family Office first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2025 and held it in 2 quarters.
  • PMG Family Office's Nuveen S&P 500 Buy-Write Income Fund position peaked at $545K in Q3 2025.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on PMG Family Office's 13F filing for Q1 2026, filed 17 Apr 2026.