SF
BXMX

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

Summit 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
-22,988
Closed -$338K – 1408
2025
Q4 		$338K Sell
22,988
-4,271
-16% -$61.4K 0.01% 1034
2025
Q3 		$394K Buy
27,259
+845
+3% +$11.9K 0.01% 963
2025
Q2 		$373K Buy
26,414
+14,211
+116% +$187K 0.01% 632
2025
Q1 		$160K Hold
12,203
– – ﹤0.01% 697
2024
Q4 		$171K Hold
12,203
– – 0.01% 624
2024
Q3 		$170K Hold
12,203
– – 0.01% 533
2024
Q2 		$168K Hold
12,203
– – 0.01% 479
2024
Q1 		$164K Hold
12,203
– – 0.01% 377
2023
Q4 		$157K Hold
12,203
– – 0.01% 348
2023
Q3 		$157K Hold
12,203
– – 0.01% 327
2023
Q2 		$166K Buy
+12,203
New +$161K 0.01% 315
2022
Q4 		– Sell
-12,203
Closed -$148K – 251
2022
Q3 		$148K Hold
12,203
– – 0.01% 246
2022
Q2 		$154K Buy
+12,203
New +$164K 0.01% 227
2022
Q1 		– Sell
-12,203
Closed -$179K – 249
2021
Q4 		$179K Hold
12,203
– – 0.01% 241
2021
Q3 		$176K Buy
12,203
+177
+1% +$2.59K 0.02% 219
2021
Q2 		$173K Buy
+12,026
New +$169K 0.02% 167

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

Summit Financial's BXMX Position: Q1 2026 in Review

Summit Financial sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 22,988 shares — an estimated $338K sold.

Summit Financial first reported a position in BXMX in Q2 2021 and held it in 16 quarters. The position peaked at $394K in Q3 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Summit Financial reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 22,988 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $338K.
  • Summit Financial first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2021 and held it in 16 quarters.
  • Summit Financial's Nuveen S&P 500 Buy-Write Income Fund position peaked at $394K in Q3 2025.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.