SWM
BXMX

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

Spire 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
-41,243
Closed -$606K – 2277
2025
Q4 		$606K Buy
41,243
+1,041
+3% +$15K 0.02% 496
2025
Q3 		$581K Buy
40,202
+2,838
+8% +$40.1K 0.02% 494
2025
Q2 		$519K Buy
37,364
+3,468
+10% +$45.6K 0.02% 499
2025
Q1 		$445K Buy
33,896
+3,920
+13% +$53.9K 0.01% 601
2024
Q4 		$419K Buy
29,976
+10,465
+54% +$145K 0.01% 601
2024
Q3 		$268K Buy
19,511
+12,311
+171% +$165K 0.01% 662
2024
Q2 		$97.2K Sell
7,200
-14,146
-66% -$185K ﹤0.01% 902
2024
Q1 		$282K Hold
21,346
– – 0.01% 680
2023
Q4 		$274K Buy
21,346
+1,650
+8% +$20.6K 0.01% 680
2023
Q3 		$249K Sell
19,696
-30,072
-60% -$397K 0.01% 646
2023
Q2 		$665K Sell
49,768
-500
-1% -$6.6K 0.02% 430
2023
Q1 		$658K Buy
50,268
+44,768
+814% +$586K 0.03% 433
2022
Q4 		$70K Hold
5,500
– – ﹤0.01% 865
2022
Q3 		$65K Sell
5,500
-44,385
-89% -$587K ﹤0.01% 858
2022
Q2 		$617K Sell
49,885
-43,491
-47% -$586K 0.03% 421
2022
Q1 		$1.33M Buy
93,376
+13,320
+17% +$187K 0.04% 332
2021
Q4 		$1.17M Buy
80,056
+2,630
+3% +$38.7K 0.03% 427
2021
Q3 		$1.1M Buy
77,426
+6,159
+9% +$90.3K 0.03% 391
2021
Q2 		$1.02M Sell
71,267
-491
-0.7% -$6.92K 0.03% 420
2021
Q1 		$967K Buy
+71,758
New +$925K 0.03% 451

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

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

Spire Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 41,243 shares — an estimated $606K sold.

Spire Wealth Management first reported a position in BXMX in Q1 2021 and held it in 20 quarters. The position peaked at $1.33M in Q1 2022. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Spire Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 41,243 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $606K.
  • Spire Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2021 and held it in 20 quarters.
  • Spire Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1.33M in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.