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

Wealth Dimensions 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
2025 Q4	–	Sell	-10,943	Closed	-$158K	–	173
2025 Q3	$158K	Hold	10,943	–	–	0.03%	175
2025 Q2	$152K	Sell	10,943 -1,310	-11%	-$17.2K	0.03%	171
2025 Q1	$161K	Sell	12,253 -952	-7%	-$13.1K	0.04%	160
2024 Q4	$185K	Hold	13,205	–	–	0.05%	152
2024 Q3	$181K	Hold	13,205	–	–	0.05%	146
2024 Q2	$178K	Hold	13,205	–	–	0.05%	139
2024 Q1	$175K	Sell	13,205 -368	-3%	-$4.8K	0.05%	141
2023 Q4	$174K	Hold	13,573	–	–	0.06%	134
2023 Q3	$172K	Hold	13,573	–	–	0.06%	130
2023 Q2	$181K	Hold	13,573	–	–	0.07%	136
2023 Q1	$178K	Hold	13,573	–	–	0.07%	130
2022 Q4	$172K	Hold	13,573	–	–	0.07%	127
2022 Q3	$161K	Hold	13,573	–	–	0.08%	118
2022 Q2	$168K	Hold	13,573	–	–	0.08%	125
2022 Q1	$193K	Hold	13,573	–	–	0.09%	129
2021 Q4	$199K	Hold	13,573	–	–	0.1%	128
2021 Q3	$193K	Hold	13,573	–	–	0.12%	127
2021 Q2	$195K	Hold	13,573	–	–	0.13%	118
2021 Q1	$183K	Hold	13,573	–	–	0.14%	116
2020 Q4	$175K	Buy	+13,573	New	+$163K	0.15%	110

Other funds holding BXMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Dimensions Group's BXMX Position: Q4 2025 in Review

Wealth Dimensions Group sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2025, closing a stake of 10,943 shares — an estimated $158K sold.

Wealth Dimensions Group first reported a position in BXMX in Q4 2020 and held it in 20 quarters. The position peaked at $199K in Q4 2021. 176 funds tracked by Wall St. Rank hold BXMX as of Q4 2025.

Wealth Dimensions Group reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2025 after selling out during the quarter.
Wealth Dimensions Group sold 10,943 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2025, an estimated $158K.
Wealth Dimensions Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2020 and held it in 20 quarters.
Wealth Dimensions Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $199K in Q4 2021.
176 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2025.

Based on Wealth Dimensions Group's 13F filing for Q4 2025, filed 13 Feb 2026.