RIL
BXMX

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

Rothschild Investment LLC’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
-693
Closed -$10.2K – 3615
2025
Q4 		$10.2K Hold
693
– – ﹤0.01% 1567
2025
Q3 		$10K Hold
693
– – ﹤0.01% 1452
2025
Q2 		$9.62K Hold
693
– – ﹤0.01% 1230
2025
Q1 		$9.09K Hold
693
– – ﹤0.01% 1196
2024
Q4 		$9.7K Hold
693
– – ﹤0.01% 1154
2024
Q3 		$9.51K Hold
693
– – ﹤0.01% 1148
2024
Q2 		$9.36K Hold
693
– – ﹤0.01% 1113
2024
Q1 		$9.17K Hold
693
– – ﹤0.01% 1064
2023
Q4 		$8.89K Buy
+693
New +$8.67K ﹤0.01% 1011

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

Rothschild Investment LLC's BXMX Position: Q1 2026 in Review

Rothschild Investment LLC sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 693 shares — an estimated $10.2K sold.

Rothschild Investment LLC first reported a position in BXMX in Q4 2023 and held it in 9 quarters. The position peaked at $10.2K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Rothschild Investment LLC reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 693 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $10.2K.
  • Rothschild Investment LLC first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2023 and held it in 9 quarters.
  • Rothschild Investment LLC's Nuveen S&P 500 Buy-Write Income Fund position peaked at $10.2K 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 Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.