SFS
BXMX

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

Shaker Financial 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
-121,640
Closed -$1.79M – 155
2025
Q4 		$1.79M Sell
121,640
-77,587
-39% -$1.11M 0.57% 69
2025
Q3 		$2.93M Buy
199,227
+121,632
+157% +$1.72M 1.01% 35
2025
Q2 		$1.11M Sell
77,595
-131,757
-63% -$1.73M 0.4% 78
2025
Q1 		$2.82M Sell
209,352
-5,516
-3% -$75.8K 1.1% 25
2024
Q4 		$3.01M Sell
214,868
-106,864
-33% -$1.48M 1.15% 22
2024
Q3 		$4.49M Sell
321,732
-104,475
-25% -$1.4M 1.69% 14
2024
Q2 		$5.86M Sell
426,207
-83,412
-16% -$1.09M 2.37% 5
2024
Q1 		$6.86M Buy
509,619
+116,048
+29% +$1.51M 2.66% 4
2023
Q4 		$5.05M Buy
393,571
+64,072
+19% +$801K 2.07% 6
2023
Q3 		$4.23M Buy
329,499
+87,269
+36% +$1.15M 1.97% 9
2023
Q2 		$3.27M Buy
242,230
+179,730
+288% +$2.37M 1.43% 15
2023
Q1 		$818K Buy
+62,500
New +$818K 0.36% 89
2022
Q4 		– Sell
-16,740
Closed -$199K – 150
2022
Q3 		$199K Sell
16,740
-235,042
-93% -$3.11M 0.1% 137
2022
Q2 		$3.12M Buy
251,782
+183,474
+269% +$2.47M 1.52% 21
2022
Q1 		$973K Sell
68,308
-273,697
-80% -$3.84M 0.37% 84
2021
Q4 		$5.01M Buy
342,005
+171,914
+101% +$2.53M 1.77% 9
2021
Q3 		$2.42M Sell
170,091
-17,654
-9% -$259K 0.97% 36
2021
Q2 		$2.7M Buy
187,745
+39,536
+27% +$557K 1% 33
2021
Q1 		$2M Sell
148,209
-75,488
-34% -$973K 0.8% 43
2020
Q4 		$2.88M Sell
223,697
-41,352
-16% -$496K 1.2% 26
2020
Q3 		$2.99M Sell
265,049
-96,424
-27% -$1.1M 1.6% 15
2020
Q2 		$3.98M Buy
361,473
+2,058
+0.6% +$22.4K 2.2% 3
2020
Q1 		$3.63M Buy
+359,415
New +$4.48M 2.45% 5
2019
Q4 		– Sell
-258,626
Closed -$3.38M – 149
2019
Q3 		$3.38M Buy
258,626
+210,991
+443% +$2.76M 1.72% 16
2019
Q2 		$634K Sell
47,635
-18,798
-28% -$247K 0.33% 77
2019
Q1 		$877K Sell
66,433
-40,869
-38% -$529K 0.44% 64
2018
Q4 		$1.29M Buy
+107,302
New +$1.41M 0.73% 47
2018
Q1 		– Sell
-22,520
Closed -$321K – 115
2017
Q4 		$321K Sell
22,520
-160,443
-88% -$2.25M 0.15% 100
2017
Q3 		$2.56M Buy
+182,963
New +$2.53M 1.36% 24
2017
Q1 		– Sell
-285,670
Closed -$3.63M – 112
2016
Q4 		$3.63M Buy
+285,670
New +$3.63M 2.15% 10
2015
Q2 		– Sell
-91,017
Closed -$1.17M – 120
2015
Q1 		$1.17M Sell
91,017
-70,657
-44% -$912K 0.72% 52
2014
Q4 		$1.96M Buy
+161,674
New +$2.06M 1.25% 27
2014
Q3 		– Sell
-199,349
Closed -$2.61M – 138
2014
Q2 		$2.61M Buy
199,349
+53,968
+37% +$693K 1.59% 14
2014
Q1 		$1.84M Buy
145,381
+41,378
+40% +$516K 1.21% 27
2013
Q4 		$1.3M Sell
104,003
-26,923
-21% -$334K 0.91% 40
2013
Q3 		$1.58M Buy
130,926
+56,169
+75% +$699K 1.17% 21
2013
Q2 		$940K Buy
+74,757
New +$952K 0.69% 51

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

Shaker Financial Services's BXMX Position: Q1 2026 in Review

Shaker Financial Services sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 121,640 shares — an estimated $1.79M sold.

Shaker Financial Services first reported a position in BXMX in Q2 2013 and held it in 37 quarters. The position peaked at $6.86M in Q1 2024. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Shaker Financial Services reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Shaker Financial Services sold 121,640 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $1.79M.
  • Shaker Financial Services first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2013 and held it in 37 quarters.
  • Shaker Financial Services's Nuveen S&P 500 Buy-Write Income Fund position peaked at $6.86M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Shaker Financial Services's 13F filing for Q1 2026, filed 12 May 2026.