UB
BXMX

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

UMB Bank’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
-51,793
Closed -$761K – 2297
2025
Q4 		$761K Buy
+51,793
New +$744K 0.01% 407
2023
Q1 		– Sell
-4,929
Closed -$62K – 1712
2022
Q4 		$62K Hold
4,929
– – ﹤0.01% 795
2022
Q3 		$59K Hold
4,929
– – ﹤0.01% 832
2022
Q2 		$61K Hold
4,929
– – ﹤0.01% 856
2022
Q1 		$70K Hold
4,929
– – ﹤0.01% 860
2021
Q4 		$72K Buy
+4,929
New +$72.5K ﹤0.01% 881

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

UMB Bank's BXMX Position: Q1 2026 in Review

UMB Bank sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 51,793 shares — an estimated $761K sold.

UMB Bank first reported a position in BXMX in Q4 2021 and held it in 6 quarters. The position peaked at $761K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • UMB Bank reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • UMB Bank sold 51,793 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $761K.
  • UMB Bank first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2021 and held it in 6 quarters.
  • UMB Bank's Nuveen S&P 500 Buy-Write Income Fund position peaked at $761K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.