TPWM
BXMX

Twelve Points Wealth Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Twelve Points Wealth Management’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
-366,510
Closed -$5.42M – 202
2025
Q4 		$5.42M Sell
366,510
-56,257
-13% -$808K 1.22% 16
2025
Q3 		$6.1M Sell
422,767
-9,923
-2% -$140K 1.52% 14
2025
Q2 		$6.01M Buy
432,690
+17,712
+4% +$233K 1.62% 11
2025
Q1 		$5.44M Buy
414,978
+32,611
+9% +$448K 1.48% 12
2024
Q4 		$5.35M Buy
382,367
+103,889
+37% +$1.44M 1.54% 12
2024
Q3 		$3.82M Buy
278,478
+38,614
+16% +$516K 1.2% 15
2024
Q2 		$3.24M Buy
239,864
+44,206
+23% +$578K 1.14% 16
2024
Q1 		$2.59M Buy
195,658
+20,788
+12% +$271K 0.95% 17
2023
Q4 		$2.24M Sell
174,870
-94,804
-35% -$1.19M 1.06% 17
2023
Q3 		$3.41M Buy
269,674
+32,322
+14% +$427K 1.7% 11
2023
Q2 		$3.17M Buy
237,352
+15,310
+7% +$202K 1.69% 12
2023
Q1 		$2.91M Buy
222,042
+26,530
+14% +$347K 1.67% 12
2022
Q4 		$2.47M Buy
195,512
+63,539
+48% +$820K 1.68% 11
2022
Q3 		$1.57M Buy
131,973
+9,751
+8% +$129K 1.22% 16
2022
Q2 		$1.51M Buy
122,222
+26,407
+28% +$356K 1.16% 16
2022
Q1 		$1.36M Buy
95,815
+44,391
+86% +$622K 1.02% 18
2021
Q4 		$753K Buy
+51,424
New +$756K 0.61% 50

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

Twelve Points Wealth Management's BXMX Position: Q1 2026 in Review

Twelve Points Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 366,510 shares — an estimated $5.42M sold.

Twelve Points Wealth Management first reported a position in BXMX in Q4 2021 and held it in 17 quarters. The position peaked at $6.1M in Q3 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Twelve Points Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Twelve Points Wealth Management sold 366,510 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $5.42M.
  • Twelve Points Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2021 and held it in 17 quarters.
  • Twelve Points Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $6.1M 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 Twelve Points Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.