SWM
BXMX

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

SHP Wealth 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
-110
Closed -$1.62K – 1833
2025
Q4 		$1.62K Buy
+110
New +$1.58K ﹤0.01% 1172

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

SHP Wealth Management's BXMX Position: Q1 2026 in Review

SHP Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 110 shares — an estimated $1.62K sold.

SHP Wealth Management first reported a position in BXMX in Q4 2025 and held it in 1 quarter. The position peaked at $1.62K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • SHP Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 110 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $1.62K.
  • SHP Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1.62K 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 SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.