Stephens Consulting’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Stephens Consulting’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
2025 Q2	–	Sell	-744	Closed	-$9.76K	–	1325
2025 Q1	$9.76K	Hold	744	–	–	﹤0.01%	327
2024 Q4	$10.4K	Hold	744	–	–	﹤0.01%	347
2024 Q3	$10.2K	Hold	744	–	–	﹤0.01%	335
2024 Q2	$10K	Hold	744	–	–	﹤0.01%	342
2024 Q1	$9.84K	Hold	744	–	–	﹤0.01%	318
2023 Q4	$9.55K	Hold	744	–	–	﹤0.01%	320
2023 Q3	$9.42K	Hold	744	–	–	﹤0.01%	317
2023 Q2	$9.95K	Hold	744	–	–	﹤0.01%	311
2023 Q1	$9.74K	Hold	744	–	–	0.01%	319
2022 Q4	$9.41K	Hold	744	–	–	0.01%	306
2022 Q3	$8.84K	Hold	744	–	–	0.01%	351
2022 Q2	$9.2K	Buy	+744	New	+$10K	0.01%	336

Other funds holding BXMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Stephens Consulting's BXMX Position: Q2 2025 in Review

Stephens Consulting sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2025, closing a stake of 744 shares — an estimated $9.76K sold.

Stephens Consulting first reported a position in BXMX in Q2 2022 and held it in 12 quarters. The position peaked at $10.4K in Q4 2024. 158 funds tracked by Wall St. Rank hold BXMX as of Q2 2025.

Stephens Consulting reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 744 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2025, an estimated $9.76K.
Stephens Consulting first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2022 and held it in 12 quarters.
Stephens Consulting's Nuveen S&P 500 Buy-Write Income Fund position peaked at $10.4K in Q4 2024.
158 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.