SIM
BXMX

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

Sims Investment 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
-60,100
Closed -$883K – 38
2025
Q4 		$883K Hold
60,100
– – 0.31% 22
2025
Q3 		$868K Hold
60,100
– – 0.31% 22
2025
Q2 		$834K Hold
60,100
– – 0.34% 22
2025
Q1 		$789K Buy
60,100
+100
+0.2% +$1.38K 0.35% 22
2024
Q4 		$839K Buy
+60,000
New +$831K 0.47% 21

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

Sims Investment Management's BXMX Position: Q1 2026 in Review

Sims Investment Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 60,100 shares — an estimated $883K sold.

Sims Investment Management first reported a position in BXMX in Q4 2024 and held it in 5 quarters. The position peaked at $883K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Sims Investment Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Sims Investment Management sold 60,100 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $883K.
  • Sims Investment Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2024 and held it in 5 quarters.
  • Sims Investment Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $883K 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 Sims Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.