RIS
BXMX

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

Richmond Investment 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
-113,259
Closed -$1.66M – 258
2025
Q4 		$1.66M Sell
113,259
-1,137
-1% -$16.3K 0.29% 56
2025
Q3 		$1.65M Buy
114,396
+225
+0.2% +$3.18K 0.31% 53
2025
Q2 		$1.58M Buy
114,171
+55,841
+96% +$734K 0.33% 49
2025
Q1 		$765K Hold
58,330
– – 0.42% 44
2024
Q4 		$816K Buy
+58,330
New +$808K 0.46% 40

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

Richmond Investment Services's BXMX Position: Q1 2026 in Review

Richmond Investment Services sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 113,259 shares — an estimated $1.66M sold.

Richmond Investment Services first reported a position in BXMX in Q4 2024 and held it in 5 quarters. The position peaked at $1.66M in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Richmond Investment Services reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Richmond Investment Services sold 113,259 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $1.66M.
  • Richmond Investment Services first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2024 and held it in 5 quarters.
  • Richmond Investment Services's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1.66M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.