WTFG
BXMX

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

Wood Tarver Financial 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
Q3 		– Sell
-21
Closed – – 226
2025
Q2 		$0 Hold
21
– – ﹤0.01% 600
2025
Q1 		$276 Hold
21
– – ﹤0.01% 674
2024
Q4 		$0 Buy
+21
New +$291 ﹤0.01% 609

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wood Tarver Financial Group's BXMX Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2025, closing a stake of 21 shares.

Wood Tarver Financial Group first reported a position in BXMX in Q4 2024 and held it in 3 quarters. The position peaked at $276 in Q1 2025. 156 funds tracked by Wall St. Rank hold BXMX as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 21 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2025.
  • Wood Tarver Financial Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $276 in Q1 2025.
  • 156 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.