SWIM
BXMX

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

Smallwood Wealth 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
-4,100
Closed -$60.3K – 531
2025
Q4 		$60.3K Buy
4,100
+36
+0.9% +$517 0.03% 155
2025
Q3 		$58.7K Buy
4,064
+18
+0.4% +$254 0.03% 164
2025
Q2 		$56.2K Buy
4,046
+19
+0.5% +$250 0.03% 155
2025
Q1 		$52.8K Buy
+4,027
New +$55.4K 0.03% 159

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

Smallwood Wealth Investment Management's BXMX Position: Q1 2026 in Review

Smallwood Wealth Investment Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 4,100 shares — an estimated $60.3K sold.

Smallwood Wealth Investment Management first reported a position in BXMX in Q1 2025 and held it in 4 quarters. The position peaked at $60.3K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Smallwood Wealth Investment Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 4,100 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $60.3K.
  • Smallwood Wealth Investment Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2025 and held it in 4 quarters.
  • Smallwood Wealth Investment Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $60.3K 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 Smallwood Wealth Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.