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

Wealth Preservation Advisors’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	-7,655	Closed	-$113K	–	1046
2025 Q4	$113K	Hold	7,655	–	–	0.06%	128
2025 Q3	$111K	Hold	7,655	–	–	0.06%	124
2025 Q2	$106K	Hold	7,655	–	–	0.07%	128
2025 Q1	$100K	Buy	+7,655	New	+$105K	0.07%	121

Other funds holding BXMX

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

Wealth Preservation Advisors's BXMX Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 7,655 shares — an estimated $113K sold.

Wealth Preservation Advisors first reported a position in BXMX in Q1 2025 and held it in 4 quarters. The position peaked at $113K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

Wealth Preservation Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 7,655 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $113K.
Wealth Preservation Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2025 and held it in 4 quarters.
Wealth Preservation Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $113K 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 Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.