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

World Equity 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
2026 Q1	–	Sell	-33,534	Closed	-$493K	–	371
2025 Q4	$493K	Buy	33,534 +6,034	+22%	+$86.7K	0.14%	170
2025 Q3	$397K	Buy	27,500 +750	+3%	+$10.6K	0.09%	218
2025 Q2	$371K	Buy	26,750 +13,550	+103%	+$178K	0.1%	212
2025 Q1	$173K	Sell	13,200 -8,500	-39%	-$117K	0.05%	293
2024 Q4	$304K	Buy	+21,700	New	+$301K	0.07%	265

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

World Equity Group's BXMX Position: Q1 2026 in Review

World Equity Group sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 33,534 shares — an estimated $493K sold.

World Equity Group first reported a position in BXMX in Q4 2024 and held it in 5 quarters. The position peaked at $493K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

World Equity Group reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
World Equity Group sold 33,534 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $493K.
World Equity Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2024 and held it in 5 quarters.
World Equity Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $493K 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 World Equity Group's 13F filing for Q1 2026, filed 6 May 2026.