SPIA
BXMX

Steward Partners Investment Advisory’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Steward Partners Investment Advisory’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
-52,707
Closed -$775K – 4446
2025
Q4 		$775K Buy
52,707
+719
+1% +$10.3K ﹤0.01% 1193
2025
Q3 		$751K Buy
51,988
+1,542
+3% +$21.8K ﹤0.01% 1179
2025
Q2 		$700K Buy
50,446
+516
+1% +$6.78K 0.01% 1137
2025
Q1 		$655K Sell
49,930
-2,146
-4% -$29.5K 0.01% 1102
2024
Q4 		$729K Buy
52,076
+3,789
+8% +$52.5K 0.01% 989
2024
Q3 		$662K Buy
48,287
+300
+0.6% +$4.01K 0.01% 998
2024
Q2 		$648K Buy
47,987
+749
+2% +$9.79K 0.01% 953
2024
Q1 		$625K Buy
47,238
+2,007
+4% +$26.2K 0.01% 965
2023
Q4 		$580K Sell
45,231
-11,039
-20% -$138K 0.01% 937
2023
Q3 		$712K Buy
56,270
+8,498
+18% +$112K 0.01% 789
2023
Q2 		$639K Buy
47,772
+6,148
+15% +$81.1K 0.01% 848
2023
Q1 		$545K Sell
41,624
-2,882
-6% -$37.7K 0.01% 892
2022
Q4 		$563K Buy
44,506
+1,505
+3% +$19.4K 0.01% 864
2022
Q3 		$511K Buy
43,001
+3,030
+8% +$40.1K 0.01% 847
2022
Q2 		$494K Buy
39,971
+2,770
+7% +$37.3K 0.01% 854
2022
Q1 		$530K Buy
37,201
+5,600
+18% +$78.5K 0.01% 916
2021
Q4 		$463K Buy
31,601
+172
+0.5% +$2.53K 0.01% 962
2021
Q3 		$447K Sell
31,429
-1,507
-5% -$22.1K 0.01% 945
2021
Q2 		$473K Sell
32,936
-7,757
-19% -$109K 0.01% 956
2021
Q1 		$549K Buy
40,693
+6,817
+20% +$87.9K 0.01% 856
2020
Q4 		$436K Buy
33,876
+82
+0.2% +$984 0.01% 794
2020
Q3 		$381K Sell
33,794
-48,106
-59% -$550K 0.01% 737
2020
Q2 		$901K Sell
81,900
-69,806
-46% -$759K 0.03% 481
2020
Q1 		$1.53M Sell
151,706
-5,111
-3% -$63.6K 0.06% 303
2019
Q4 		$2.16M Buy
156,817
+91,580
+140% +$1.24M 0.06% 291
2019
Q3 		$852K Buy
65,237
+34,400
+112% +$449K 0.03% 450
2019
Q2 		$410K Buy
30,837
+517
+2% +$6.79K 0.02% 609
2019
Q1 		$400K Buy
30,320
+4,807
+19% +$62.2K 0.02% 567
2018
Q4 		$307K Buy
25,513
+2,331
+10% +$30.7K 0.02% 596
2018
Q3 		$333K Buy
23,182
+4,303
+23% +$61.7K 0.02% 593
2018
Q2 		$266K Buy
18,879
+9,756
+107% +$136K 0.02% 590
2018
Q1 		$121K Hold
9,123
– – 0.01% 728
2017
Q4 		$130K Buy
9,123
+936
+11% +$13.1K 0.01% 597
2017
Q3 		$114K Buy
8,187
+75
+0.9% +$1.04K 0.01% 520
2017
Q2 		$112K Buy
8,112
+2,238
+38% +$31K 0.01% 478
2017
Q1 		$77K Hold
5,874
– – 0.01% 470
2016
Q4 		$74K Buy
+5,874
New +$74.7K 0.03% 273

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

Steward Partners Investment Advisory's BXMX Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 52,707 shares — an estimated $775K sold.

Steward Partners Investment Advisory first reported a position in BXMX in Q4 2016 and held it in 37 quarters. The position peaked at $2.16M in Q4 2019. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 52,707 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $775K.
  • Steward Partners Investment Advisory first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2016 and held it in 37 quarters.
  • Steward Partners Investment Advisory's Nuveen S&P 500 Buy-Write Income Fund position peaked at $2.16M in Q4 2019.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.