PFS
BXMX

Prospera Financial Services’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Prospera Financial Services’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
-106,029
Closed -$1.56M – 1431
2025
Q4 		$1.56M Buy
106,029
+2,709
+3% +$38.9K 0.03% 548
2025
Q3 		$1.49M Buy
103,320
+2,537
+3% +$35.8K 0.03% 558
2025
Q2 		$1.4M Buy
100,783
+1,476
+1% +$19.4K 0.03% 560
2025
Q1 		$1.3M Sell
99,307
-1,362
-1% -$18.7K 0.03% 492
2024
Q4 		$1.41M Buy
100,669
+4,298
+4% +$59.6K 0.03% 452
2024
Q3 		$1.32M Buy
96,371
+1,116
+1% +$14.9K 0.03% 437
2024
Q2 		$1.29M Buy
95,255
+1,157
+1% +$15.1K 0.04% 439
2024
Q1 		$1.24M Buy
94,098
+1,536
+2% +$20K 0.04% 446
2023
Q4 		$1.19M Buy
92,562
+1,471
+2% +$18.4K 0.04% 425
2023
Q3 		$1.15M Buy
91,091
+10,768
+13% +$142K 0.04% 394
2023
Q2 		$1.07M Sell
80,323
-8,804
-10% -$116K 0.04% 402
2023
Q1 		$1.17M Sell
89,127
-2,426
-3% -$31.8K 0.05% 380
2022
Q4 		$1.16M Buy
91,553
+1,765
+2% +$22.8K 0.06% 327
2022
Q3 		$1.07M Buy
89,788
+3,221
+4% +$42.6K 0.06% 354
2022
Q2 		$1.07M Buy
86,567
+2,828
+3% +$38.1K 0.05% 362
2022
Q1 		$1.19M Sell
83,739
-582
-0.7% -$8.16K 0.05% 387
2021
Q4 		$1.24M Sell
84,321
-18,759
-18% -$276K 0.05% 357
2021
Q3 		$1.47M Buy
103,080
+158
+0.2% +$2.32K 0.07% 302
2021
Q2 		$1.48M Sell
102,922
-13,264
-11% -$187K 0.07% 302
2021
Q1 		$1.57M Buy
+116,186
New +$1.5M 0.09% 255
2017
Q1 		– Sell
-17,051
Closed -$217K – 383
2016
Q4 		$217K Hold
17,051
– – 0.04% 338
2016
Q3 		$226K Hold
17,051
– – 0.05% 324
2016
Q2 		$222K Sell
17,051
-1,678
-9% -$21.5K 0.05% 301
2016
Q1 		$238K Buy
+18,729
New +$229K 0.05% 260

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

Prospera Financial Services's BXMX Position: Q1 2026 in Review

Prospera Financial Services sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 106,029 shares — an estimated $1.56M sold.

Prospera Financial Services first reported a position in BXMX in Q1 2016 and held it in 24 quarters. The position peaked at $1.57M in Q1 2021. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Prospera Financial Services reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Prospera Financial Services sold 106,029 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $1.56M.
  • Prospera Financial Services first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2016 and held it in 24 quarters.
  • Prospera Financial Services's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1.57M in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Prospera Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.