UBS Group
BXMX

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

UBS Group’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
-1,433,452
Closed -$21.1M – 10539
2025
Q4 		$21.1M Sell
1,433,452
-28,584
-2% -$411K ﹤0.01% 2543
2025
Q3 		$21.1M Sell
1,462,036
-26,264
-2% -$371K ﹤0.01% 2501
2025
Q2 		$20.7M Sell
1,488,300
-62,599
-4% -$823K ﹤0.01% 2325
2025
Q1 		$20.3M Sell
1,550,899
-247,841
-14% -$3.41M ﹤0.01% 2303
2024
Q4 		$25.2M Sell
1,798,740
-3,292
-0.2% -$45.6K ﹤0.01% 2098
2024
Q3 		$24.7M Sell
1,802,032
-2,225
-0.1% -$29.7K 0.01% 1658
2024
Q2 		$24.4M Buy
1,804,257
+225
+0% +$2.94K 0.01% 1524
2024
Q1 		$23.9M Buy
1,804,032
+29,391
+2% +$383K 0.01% 1552
2023
Q4 		$22.8M Sell
1,774,641
-80,307
-4% -$1M 0.01% 1509
2023
Q3 		$23.5M Buy
1,854,948
+3,883
+0.2% +$51.2K 0.01% 1368
2023
Q2 		$24.7M Buy
1,851,065
+16,397
+0.9% +$216K 0.01% 1288
2023
Q1 		$24M Sell
1,834,668
-172,379
-9% -$2.26M 0.01% 1252
2022
Q4 		$25.4M Buy
2,007,047
+171,295
+9% +$2.21M 0.01% 1247
2022
Q3 		$21.8M Sell
1,835,752
-153,646
-8% -$2.03M 0.01% 1215
2022
Q2 		$24.6M Sell
1,989,398
-799
-0% -$10.8K 0.01% 1174
2022
Q1 		$28.4M Sell
1,990,197
-77,209
-4% -$1.08M 0.01% 1184
2021
Q4 		$30.3M Buy
2,067,406
+33,082
+2% +$487K 0.01% 1283
2021
Q3 		$28.9M Sell
2,034,324
-44,946
-2% -$659K 0.01% 1210
2021
Q2 		$29.9M Sell
2,079,270
-186,827
-8% -$2.63M 0.01% 1178
2021
Q1 		$30.5M Sell
2,266,097
-42,470
-2% -$548K 0.01% 1151
2020
Q4 		$29.7M Sell
2,308,567
-52,301
-2% -$627K 0.01% 1097
2020
Q3 		$26.6M Buy
2,360,868
+124,113
+6% +$1.42M 0.01% 990
2020
Q2 		$24.6M Sell
2,236,755
-518,933
-19% -$5.64M 0.01% 970
2020
Q1 		$27.8M Buy
2,755,688
+207,290
+8% +$2.58M 0.01% 817
2019
Q4 		$35M Buy
2,548,398
+276,964
+12% +$3.75M 0.01% 991
2019
Q3 		$29.7M Buy
2,271,434
+1,672
+0.1% +$21.8K 0.01% 985
2019
Q2 		$30.2M Sell
2,269,762
-149,252
-6% -$1.96M 0.01% 954
2019
Q1 		$31.9M Buy
2,419,014
+45,672
+2% +$591K 0.01% 872
2018
Q4 		$28.6M Sell
2,373,342
-133,457
-5% -$1.76M 0.01% 860
2018
Q3 		$36M Buy
2,506,799
+125,558
+5% +$1.8M 0.01% 838
2018
Q2 		$33.6M Buy
2,381,241
+107,767
+5% +$1.51M 0.01% 872
2018
Q1 		$30.3M Sell
2,273,474
-54,304
-2% -$749K 0.01% 891
2017
Q4 		$33.2M Buy
2,327,778
+94,594
+4% +$1.33M 0.01% 868
2017
Q3 		$31.2M Buy
2,233,184
+20,101
+0.9% +$278K 0.01% 845
2017
Q2 		$30.7M Sell
2,213,083
-17,106
-0.8% -$237K 0.02% 807
2017
Q1 		$29.6M Buy
2,230,189
+235,668
+12% +$3.11M 0.02% 793
2016
Q4 		$25.4M Buy
1,994,521
+90,500
+5% +$1.15M 0.01% 885
2016
Q3 		$25.2M Buy
1,904,021
+254,860
+15% +$3.33M 0.02% 834
2016
Q2 		$21.5M Buy
1,649,161
+146,270
+10% +$1.87M 0.01% 895
2016
Q1 		$19.1M Buy
1,502,891
+295,471
+24% +$3.62M 0.01% 912
2015
Q4 		$16.2M Buy
1,207,420
+128,103
+12% +$1.64M 0.01% 1079
2015
Q3 		$13M Buy
1,079,317
+119,610
+12% +$1.52M 0.01% 1185
2015
Q2 		$12.3M Buy
959,707
+105,841
+12% +$1.36M 0.01% 1314
2015
Q1 		$10.9M Buy
853,866
+101,636
+14% +$1.31M 0.01% 1403
2014
Q4 		$9.11M Buy
+752,230
New +$9.57M 0.01% 1579

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

UBS Group's BXMX Position: Q1 2026 in Review

UBS Group sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 1,433,452 shares — an estimated $21.1M sold.

UBS Group first reported a position in BXMX in Q4 2014 and held it in 45 quarters. The position peaked at $36M in Q3 2018. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • UBS Group reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 1,433,452 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $21.1M.
  • UBS Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2014 and held it in 45 quarters.
  • UBS Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $36M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.