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

World Investment 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	-26,885	Closed	-$395K	–	1585
2025 Q4	$395K	Buy	+26,885	New	+$386K	0.01%	1048
2025 Q1	–	Sell	-10,274	Closed	-$144K	–	1061
2024 Q4	$144K	Buy	+10,274	New	+$142K	﹤0.01%	979

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 Investment Advisors's BXMX Position: Q1 2026 in Review

World Investment Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 26,885 shares — an estimated $395K sold.

World Investment Advisors first reported a position in BXMX in Q4 2024 and held it in 2 quarters. The position peaked at $395K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

World Investment Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
World Investment Advisors sold 26,885 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $395K.
World Investment Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2024 and held it in 2 quarters.
World Investment Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $395K 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 Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.