SAG
BXMX

SageView Advisory Group’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

SageView Advisory Group’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
-811
Closed -$11.9K – 858
2025
Q4 		$11.9K Buy
+811
New +$11.7K ﹤0.01% 1650

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

SageView Advisory Group's BXMX Position: Q1 2026 in Review

SageView Advisory Group sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 811 shares — an estimated $11.9K sold.

SageView Advisory Group first reported a position in BXMX in Q4 2025 and held it in 1 quarter. The position peaked at $11.9K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • SageView Advisory Group reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 811 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $11.9K.
  • SageView Advisory Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $11.9K 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 SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.