Stifel Financial
BXMX

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

Stifel Financial’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
-326,600
Closed -$4.8M – 3649
2025
Q4 		$4.8M Buy
326,600
+24,772
+8% +$356K ﹤0.01% 1357
2025
Q3 		$4.36M Sell
301,828
-780
-0.3% -$11K ﹤0.01% 1380
2025
Q2 		$4.2M Buy
302,608
+21,227
+8% +$279K ﹤0.01% 1347
2025
Q1 		$3.69M Buy
281,381
+4,595
+2% +$63.2K ﹤0.01% 1357
2024
Q4 		$3.87M Buy
276,786
+13,304
+5% +$184K ﹤0.01% 1345
2024
Q3 		$3.61M Buy
263,482
+448
+0.2% +$5.99K ﹤0.01% 1390
2024
Q2 		$3.55M Buy
263,034
+8,681
+3% +$114K ﹤0.01% 1346
2024
Q1 		$3.37M Buy
254,353
+17,902
+8% +$233K ﹤0.01% 1378
2023
Q4 		$3.03M Sell
236,451
-996
-0.4% -$12.5K ﹤0.01% 1396
2023
Q3 		$3.01M Sell
237,447
-3,888
-2% -$51.3K ﹤0.01% 1326
2023
Q2 		$3.23M Buy
241,335
+46
+0% +$607 ﹤0.01% 1310
2023
Q1 		$3.16M Sell
241,289
-1,621
-0.7% -$21.2K ﹤0.01% 1295
2022
Q4 		$3.07M Buy
242,910
+25,686
+12% +$331K ﹤0.01% 1244
2022
Q3 		$2.58M Buy
217,224
+9,281
+4% +$123K ﹤0.01% 1290
2022
Q2 		$2.57M Sell
207,943
-51,034
-20% -$687K ﹤0.01% 1342
2022
Q1 		$3.69M Sell
258,977
-19,624
-7% -$275K 0.01% 1221
2021
Q4 		$4.08M Buy
278,601
+14,660
+6% +$216K 0.01% 1179
2021
Q3 		$3.76M Sell
263,941
-1,396
-0.5% -$20.5K 0.01% 1174
2021
Q2 		$3.81M Sell
265,337
-14,354
-5% -$202K 0.01% 1166
2021
Q1 		$3.77M Buy
279,691
+46,160
+20% +$595K 0.01% 1117
2020
Q4 		$3.01M Sell
233,531
-13,735
-6% -$165K 0.01% 1139
2020
Q3 		$2.79M Buy
247,266
+63,570
+35% +$727K 0.01% 1050
2020
Q2 		$2.02M Sell
183,696
-5,014
-3% -$54.5K ﹤0.01% 1150
2020
Q1 		$1.9M Sell
188,710
-8,081
-4% -$101K 0.01% 1065
2019
Q4 		$2.71M Sell
196,791
-905
-0.5% -$12.2K 0.01% 1155
2019
Q3 		$2.58M Buy
197,696
+5,060
+3% +$66.1K 0.01% 1157
2019
Q2 		$2.57M Sell
192,636
-23,046
-11% -$303K 0.01% 1184
2019
Q1 		$2.84M Buy
215,682
+9,410
+5% +$122K 0.01% 1066
2018
Q4 		$2.48M Buy
206,272
+37,879
+22% +$498K 0.01% 1059
2018
Q3 		$2.41M Sell
168,393
-2,097
-1% -$30.1K 0.01% 1160
2018
Q2 		$2.4M Sell
170,490
-30,342
-15% -$424K 0.01% 1108
2018
Q1 		$2.68M Sell
200,832
-13,070
-6% -$180K 0.01% 1027
2017
Q4 		$3.04M Sell
213,902
-38,283
-15% -$537K 0.01% 968
2017
Q3 		$3.52M Sell
252,185
-35,646
-12% -$494K 0.01% 871
2017
Q2 		$3.98M Sell
287,831
-87,552
-23% -$1.21M 0.01% 805
2017
Q1 		$4.98M Sell
375,383
-49,636
-12% -$655K 0.02% 694
2016
Q4 		$5.41M Sell
425,019
-66,366
-14% -$844K 0.02% 637
2016
Q3 		$6.51M Sell
491,385
-188,851
-28% -$2.47M 0.03% 535
2016
Q2 		$8.86M Buy
680,236
+57,681
+9% +$738K 0.04% 401
2016
Q1 		$7.92M Buy
622,555
+78,646
+14% +$963K 0.04% 382
2015
Q4 		$7.3M Buy
543,909
+374,463
+221% +$4.79M 0.04% 435
2015
Q3 		$2.05M Sell
169,446
-42,544
-20% -$541K 0.01% 903
2015
Q2 		$2.72M Sell
211,990
-2,148
-1% -$27.6K 0.01% 833
2015
Q1 		$2.74M Buy
214,138
+22,091
+12% +$285K 0.02% 811
2014
Q4 		$2.33M Buy
192,047
+146,418
+321% +$1.86M 0.01% 847
2014
Q3 		$582K Buy
45,629
+5,156
+13% +$67.1K 0.01% 1437
2014
Q2 		$531K Buy
40,473
+6,893
+21% +$88.5K ﹤0.01% 1456
2014
Q1 		$424K Buy
+33,580
New +$419K ﹤0.01% 1513

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

Stifel Financial's BXMX Position: Q1 2026 in Review

Stifel Financial sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 326,600 shares — an estimated $4.8M sold.

Stifel Financial first reported a position in BXMX in Q1 2014 and held it in 48 quarters. The position peaked at $8.86M in Q2 2016. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Stifel Financial reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 326,600 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $4.8M.
  • Stifel Financial first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2014 and held it in 48 quarters.
  • Stifel Financial's Nuveen S&P 500 Buy-Write Income Fund position peaked at $8.86M in Q2 2016.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.