Rockefeller Capital Management
BXMX

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

Rockefeller Capital 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
2026
Q1 		– Sell
-39,680
Closed -$583K – 4714
2025
Q4 		$583K Buy
39,680
+3,032
+8% +$43.6K ﹤0.01% 1820
2025
Q3 		$529K Buy
36,648
+2,124
+6% +$30K ﹤0.01% 1741
2025
Q2 		$479K Buy
34,524
+593
+2% +$7.79K ﹤0.01% 1566
2025
Q1 		$445K Hold
33,931
– – ﹤0.01% 1517
2024
Q4 		$475K Buy
33,931
+1,893
+6% +$26.2K ﹤0.01% 1486
2024
Q3 		$440K Sell
32,038
-3,579
-10% -$47.8K ﹤0.01% 1463
2024
Q2 		$481K Sell
35,617
-5,709
-14% -$74.7K ﹤0.01% 1441
2024
Q1 		$547K Hold
41,326
– – ﹤0.01% 1452
2023
Q4 		$530K Buy
41,326
+24,814
+150% +$310K ﹤0.01% 1327
2023
Q3 		$209K Buy
16,512
+2,887
+21% +$38.1K ﹤0.01% 1479
2023
Q2 		$182K Buy
13,625
+132
+1% +$1.74K ﹤0.01% 1668
2023
Q1 		$175K Sell
13,493
-6,198
-31% -$81.1K ﹤0.01% 1839
2022
Q4 		$248K Buy
19,691
+37
+0.2% +$477 ﹤0.01% 1566
2022
Q3 		$233K Sell
19,654
-215,941
-92% -$2.86M ﹤0.01% 1581
2022
Q2 		$2.91M Sell
235,595
-6,216
-3% -$83.7K 0.02% 656
2022
Q1 		$3.44M Sell
241,811
-44,647
-16% -$626K 0.02% 635
2021
Q4 		$4.2M Buy
286,458
+669
+0.2% +$9.84K 0.02% 590
2021
Q3 		$4.07M Buy
285,789
+47,127
+20% +$691K 0.02% 540
2021
Q2 		$3.43M Sell
238,662
-4,217
-2% -$59.4K 0.02% 561
2021
Q1 		$3.27M Buy
242,879
+3,439
+1% +$44.3K 0.02% 451
2020
Q4 		$3.08M Buy
239,440
+224,360
+1,488% +$2.69M 0.02% 414
2020
Q3 		$170K Buy
15,080
+1,680
+13% +$19.2K ﹤0.01% 1093
2020
Q2 		$147K Buy
13,400
+4,876
+57% +$53K ﹤0.01% 1043
2020
Q1 		$86K Buy
+8,524
New +$106K ﹤0.01% 1061

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

Rockefeller Capital Management's BXMX Position: Q1 2026 in Review

Rockefeller Capital Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 39,680 shares — an estimated $583K sold.

Rockefeller Capital Management first reported a position in BXMX in Q1 2020 and held it in 24 quarters. The position peaked at $4.2M in Q4 2021. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Rockefeller Capital Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 39,680 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $583K.
  • Rockefeller Capital Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2020 and held it in 24 quarters.
  • Rockefeller Capital Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $4.2M in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.