Truist Financial
BXMX

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

Truist 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
-41,887
Closed -$616K – 2809
2025
Q4 		$616K Sell
41,887
-8
-0% -$115 ﹤0.01% 1926
2025
Q3 		$605K Buy
41,895
+646
+2% +$9.13K ﹤0.01% 1914
2025
Q2 		$573K Sell
41,249
-27
-0.1% -$355 ﹤0.01% 1899
2025
Q1 		$542K Sell
41,276
-97
-0.2% -$1.33K ﹤0.01% 1828
2024
Q4 		$579K Buy
41,373
+4,987
+14% +$69.1K ﹤0.01% 1787
2024
Q3 		$499K Sell
36,386
-4,881
-12% -$65.2K ﹤0.01% 1861
2024
Q2 		$557K Sell
41,267
-13,692
-25% -$179K ﹤0.01% 1907
2024
Q1 		$727K Sell
54,959
-5,534
-9% -$72.1K ﹤0.01% 1760
2023
Q4 		$776K Sell
60,493
-23,421
-28% -$293K ﹤0.01% 1738
2023
Q3 		$1.06M Buy
83,914
+5,032
+6% +$66.4K ﹤0.01% 1529
2023
Q2 		$1.05M Buy
78,882
+7,237
+10% +$95.5K ﹤0.01% 1564
2023
Q1 		$938K Buy
71,645
+7,862
+12% +$103K ﹤0.01% 1588
2022
Q4 		$807K Buy
63,783
+3,059
+5% +$39.5K ﹤0.01% 1656
2022
Q3 		$721K Buy
60,724
+5,559
+10% +$73.6K ﹤0.01% 1643
2022
Q2 		$682K Buy
55,165
+2,949
+6% +$39.7K ﹤0.01% 1728
2022
Q1 		$744K Sell
52,216
-15,086
-22% -$211K ﹤0.01% 1776
2021
Q4 		$986K Sell
67,302
-3,806
-5% -$56K ﹤0.01% 1647
2021
Q3 		$1.01M Sell
71,108
-1,722
-2% -$25.2K ﹤0.01% 1596
2021
Q2 		$1.05M Buy
72,830
+12,459
+21% +$175K ﹤0.01% 1615
2021
Q1 		$814K Buy
60,371
+142
+0.2% +$1.83K ﹤0.01% 1708
2020
Q4 		$776K Sell
60,229
-2,832
-4% -$34K ﹤0.01% 1628
2020
Q3 		$711K Buy
63,061
+3,423
+6% +$39.1K ﹤0.01% 1533
2020
Q2 		$656K Sell
59,638
-1,351
-2% -$14.7K ﹤0.01% 1480
2020
Q1 		$616K Sell
60,989
-497
-0.8% -$6.19K ﹤0.01% 1468
2019
Q4 		$846K Buy
+61,486
New +$832K ﹤0.01% 1528

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

Truist Financial's BXMX Position: Q1 2026 in Review

Truist Financial sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 41,887 shares — an estimated $616K sold.

Truist Financial first reported a position in BXMX in Q4 2019 and held it in 25 quarters. The position peaked at $1.06M in Q3 2023. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Truist Financial reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Truist Financial sold 41,887 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $616K.
  • Truist Financial first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2019 and held it in 25 quarters.
  • Truist Financial's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1.06M in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.