Prosperity Wealth Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Prosperity Wealth Management’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 Q4	$1.86M	Buy	126,381 +873	+0.7%	+$12.5K	0.62%	29
2025 Q3	$1.81M	Buy	125,508 +1,763	+1%	+$24.9K	0.62%	33
2025 Q2	$1.72M	Buy	123,745 +1,479	+1%	+$19.4K	0.64%	32
2025 Q1	$1.6M	Hold	122,266	–	–	0.75%	25
2024 Q4	$1.71M	Buy	122,266 +3,401	+3%	+$47.1K	0.7%	23
2024 Q3	$1.63M	Buy	118,865 +571	+0.5%	+$7.63K	0.65%	26
2024 Q2	$1.6M	Buy	118,294 +2,032	+2%	+$26.6K	0.78%	24
2024 Q1	$1.54M	Buy	116,262 +3,940	+4%	+$51.4K	0.73%	23
2023 Q4	$1.44M	Buy	112,322 +3,946	+4%	+$49.3K	0.94%	20
2023 Q3	$1.37M	Buy	108,376 +1,728	+2%	+$22.8K	0.88%	18
2023 Q2	$1.43M	Sell	106,648 -1,215	-1%	-$16K	0.92%	16
2023 Q1	$1.41M	Buy	107,863 +3,152	+3%	+$41.3K	1.12%	18
2022 Q4	$1.32M	Buy	+104,711	New	+$1.35M	1.25%	21

Other funds holding BXMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Prosperity Wealth Management's BXMX Position: Q4 2025 in Review

Prosperity Wealth Management increased its Nuveen S&P 500 Buy-Write Income Fund (BXMX) stake by 0.7% in Q4 2025, buying an estimated $12.5K and bringing the position to 126,381 shares worth $1.86M. The position accounts for 0.62% of the portfolio, ranked #29.

Prosperity Wealth Management first reported a position in BXMX in Q4 2022 and has held it in 13 quarters since. 176 funds tracked by Wall St. Rank hold BXMX as of Q4 2025.

Prosperity Wealth Management held 126,381 shares of Nuveen S&P 500 Buy-Write Income Fund worth $1.86M as of Q4 2025.
Prosperity Wealth Management bought 873 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2025, an estimated $12.5K.
Nuveen S&P 500 Buy-Write Income Fund made up 0.62% of Prosperity Wealth Management's portfolio in Q4 2025, its #29 holding.
Prosperity Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2022 and has held it in 13 quarters since.
176 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.