PWM
BXMX

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

Puff 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 		$1.07M Sell
72,819
-5,066
-7% -$72.8K 1.38% 24
2025
Q3 		$1.12M Sell
77,885
-3,667
-4% -$51.8K 1.71% 18
2025
Q2 		$1.13M Buy
81,552
+2,487
+3% +$32.7K 0.82% 32
2025
Q1 		$1.04M Buy
79,065
+300
+0.4% +$4.13K 0.97% 29
2024
Q4 		$1.1M Buy
+78,765
New +$1.09M 1.92% 16

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
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
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Puff Wealth Management reduced its Nuveen S&P 500 Buy-Write Income Fund (BXMX) stake by 6.5% in Q4 2025, selling an estimated $72.8K and leaving 72,819 shares worth $1.07M. The position accounts for 1.38% of the portfolio, ranked #24.

Puff Wealth Management first reported a position in BXMX in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.13M in Q2 2025. 176 funds tracked by Wall St. Rank hold BXMX as of Q4 2025.

  • Puff Wealth Management held 72,819 shares of Nuveen S&P 500 Buy-Write Income Fund worth $1.07M as of Q4 2025.
  • Puff Wealth Management sold 5,066 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2025, an estimated $72.8K.
  • Nuveen S&P 500 Buy-Write Income Fund made up 1.38% of Puff Wealth Management's portfolio in Q4 2025, its #24 holding.
  • Puff Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2024 and has held it in 5 quarters since.
  • Puff Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1.13M in Q2 2025.
  • 176 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2025.

Based on Puff Wealth Management's 13F filing for Q4 2025, filed 7 Jan 2026.