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

Venturi 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
2025 Q1	–	Sell	-236	Closed	-$3.3K	–	750
2024 Q4	$3.3K	Buy	+236	New	+$3.27K	﹤0.01%	1786
2024 Q3	–	Sell	-214	Closed	-$2.89K	–	1801
2024 Q2	$2.89K	Hold	214	–	–	﹤0.01%	1317
2024 Q1	$2.83K	Buy	+214	New	+$2.79K	﹤0.01%	1201

Other funds holding BXMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Venturi Wealth Management's BXMX Position: Q1 2025 in Review

Venturi Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2025, closing a stake of 236 shares — an estimated $3.3K sold.

Venturi Wealth Management first reported a position in BXMX in Q1 2024 and held it in 3 quarters. The position peaked at $3.3K in Q4 2024. 163 funds tracked by Wall St. Rank hold BXMX as of Q1 2025.

Venturi Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 236 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2025, an estimated $3.3K.
Venturi Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2024 and held it in 3 quarters.
Venturi Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $3.3K in Q4 2024.
163 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.