Raymond James Financial
BXMX

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

Raymond James Financial’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
-1,051,368
Closed -$15.5M – 5317
2025
Q4 		$15.5M Buy
1,051,368
+65,327
+7% +$939K ﹤0.01% 1622
2025
Q3 		$14.2M Buy
986,041
+34,632
+4% +$489K ﹤0.01% 1660
2025
Q2 		$13.2M Sell
951,409
-6,191
-0.6% -$81.4K ﹤0.01% 1664
2025
Q1 		$12.6M Sell
957,600
-316,056
-25% -$4.35M ﹤0.01% 1639
2024
Q4 		$17.8M Buy
+1,273,656
New +$17.6M 0.01% 1413

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

Raymond James Financial's BXMX Position: Q1 2026 in Review

Raymond James Financial sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 1,051,368 shares — an estimated $15.5M sold.

Raymond James Financial first reported a position in BXMX in Q4 2024 and held it in 5 quarters. The position peaked at $17.8M in Q4 2024. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Raymond James Financial reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 1,051,368 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $15.5M.
  • Raymond James Financial first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2024 and held it in 5 quarters.
  • Raymond James Financial's Nuveen S&P 500 Buy-Write Income Fund position peaked at $17.8M in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.