BXMX — NUVEEN S&P 500 BUY-WR INC
Reported value held$261.35M
Funds holding (latest)15
Sector—
BXMX (NUVEEN S&P 500 BUY-WR INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 15 funds have reported positions historically, with the sum of their latest reported stakes valued at $261.35M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q4 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 12.04M | $176.95M | 0.01% | Add |
| Wells Fargo & Co history | 1.71M | $25.10M | 0.01% | Hold |
| Invesco Ltd history | 1.45M | $21.25M | 0.00% | Reduce |
| UBS Group AG history | 1.43M | $21.07M | 0.00% | Reduce |
| Bank of America Corp history | 864.35K | $12.71M | 0.00% | Hold |
| Two Sigma Investments history | 135.52K | $1.99M | 0.00% | Reduce |
| PNC Financial Services history | 50.74K | $745.83K | 0.00% | Add |
| Citigroup Inc history | 3.45K | $50.72K | 0.00% | Hold |
| JPMorgan Chase & Co history | 2.43K | $35.69K | 0.00% | Hold |
Q3 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 11.80M | $170.40M | 0.01% | Hold |
| Wells Fargo & Co history | 1.72M | $24.77M | 0.01% | Add |
| Invesco Ltd history | 1.53M | $22.11M | 0.00% | Add |
| UBS Group AG history | 1.46M | $21.11M | 0.00% | Reduce |
| Bank of America Corp history | 861.61K | $12.44M | 0.00% | Add |
| Two Sigma Investments history | 169.38K | $2.45M | 0.00% | Hold |
| PNC Financial Services history | 46.24K | $667.74K | 0.00% | Add |
| BNY Mellon history | 11.18K | $161.48K | 0.00% | Reduce |
| Citigroup Inc history | 3.45K | $49.82K | 0.00% | Add |
| JPMorgan Chase & Co history | 2.43K | $35.06K | 0.00% | Reduce |
Q2 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 11.84M | $164.27M | 0.01% | Add |
| Wells Fargo & Co history | 1.69M | $23.45M | 0.01% | Add |
| Invesco Ltd history | 1.51M | $20.92M | 0.00% | Hold |
| UBS Group AG history | 1.49M | $20.66M | 0.00% | Reduce |
| Bank of America Corp history | 823.95K | $11.44M | 0.00% | Add |
| Two Sigma Investments history | 169.38K | $2.35M | 0.00% | New |
| PNC Financial Services history | 32.26K | $447.71K | 0.00% | Add |
| BNY Mellon history | 12.76K | $177.14K | 0.00% | Add |
| Citigroup Inc history | 2.65K | $36.78K | 0.00% | Hold |
| JPMorgan Chase & Co history | 2.53K | $35.09K | 0.00% | Add |
Q1 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 11.60M | $152.18M | 0.01% | Add |
| Wells Fargo & Co history | 1.67M | $21.85M | 0.01% | Add |
| UBS Group AG history | 1.55M | $20.35M | 0.00% | Reduce |
| Invesco Ltd history | 1.51M | $19.86M | 0.00% | Reduce |
| Bank of America Corp history | 800.40K | $10.50M | 0.00% | Reduce |
| PNC Financial Services history | 24.96K | $327.52K | 0.00% | Add |
| BNY Mellon history | 11.81K | $154.90K | 0.00% | Reduce |
| Citigroup Inc history | 2.65K | $34.77K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 2.43K | $31.87K | 0.00% | Hold |
Q4 2024 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 11.26M | $157.51M | 0.01% | Add |
| UBS Group AG history | 1.80M | $25.16M | 0.01% | Hold |
| Wells Fargo & Co history | 1.61M | $22.59M | 0.01% | Add |
| Invesco Ltd history | 1.54M | $21.48M | 0.00% | Reduce |
| Bank of America Corp history | 838.66K | $11.73M | 0.00% | Add |
| PNC Financial Services history | 21.24K | $297.20K | 0.00% | Add |
| BNY Mellon history | 15.07K | $210.88K | 0.00% | Add |
| Citigroup Inc history | 3.19K | $44.57K | 0.00% | Hold |
| JPMorgan Chase & Co history | 2.43K | $33.98K | 0.00% | Hold |
Q3 2024 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 11.19M | $153.59M | 0.01% | Add |
| UBS Group AG history | 1.80M | $24.72M | 0.01% | Hold |
| Invesco Ltd history | 1.56M | $21.39M | 0.00% | Add |
| Wells Fargo & Co history | 1.45M | $19.86M | 0.01% | Add |
| Bank of America Corp history | 784.07K | $10.76M | 0.00% | Add |
| Two Sigma Investments history | 67.92K | $931.86K | 0.00% | Add |
| PNC Financial Services history | 18.45K | $253.11K | 0.00% | Reduce |
| BNY Mellon history | 10.36K | $142.09K | 0.00% | Reduce |
| Citigroup Inc history | 3.19K | $43.71K | 0.00% | Hold |
| JPMorgan Chase & Co history | 2.43K | $33.33K | 0.00% | Hold |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 15 funds)
| Fund | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 12.04M | 11.80M | 11.84M | 11.60M | 11.26M | 11.19M | 11.04M | 10.94M | 11.33M | 11.56M | 11.33M | 11.54M | 11.15M | 11.07M | 10.70M | 10.18M | 9.75M | 9.54M |
| Wells Fargo & Co | 1.71M | 1.72M | 1.69M | 1.67M | 1.61M | 1.45M | 1.40M | 1.50M | 1.59M | 1.66M | 1.67M | 1.73M | 1.60M | 1.50M | 1.34M | 1.23M | 1.20M | 1.22M |
| Invesco Ltd | 1.45M | 1.53M | 1.51M | 1.51M | 1.54M | 1.56M | 1.46M | 1.35M | 1.34M | 1.16M | 795.00K | 789.29K | 805.67K | 868.88K | 872.89K | 1.28M | 1.37M | 1.34M |
| UBS Group AG | 1.43M | 1.46M | 1.49M | 1.55M | 1.80M | 1.80M | 1.80M | 1.80M | 1.77M | 1.85M | 1.85M | 1.83M | 2.01M | 1.84M | 1.99M | 1.99M | 2.07M | 2.03M |
| Bank of America Corp | 864.35K | 861.61K | 823.95K | 800.40K | 838.66K | 784.07K | 777.18K | 746.65K | 676.36K | 652.15K | 666.48K | 583.88K | 558.00K | 687.20K | 509.31K | 475.52K | 439.72K | 397.66K |
| Two Sigma Investments | 135.52K | 169.38K | 169.38K | — | — | 67.92K | 36.02K | — | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | 50.74K | 46.24K | 32.26K | 24.96K | 21.24K | 18.45K | 23.32K | 22.82K | 28.21K | 27.92K | 28.21K | 23.41K | 22.88K | 20.21K | 17.73K | 13.76K | 13.76K | 11.76K |
| Citigroup Inc | 3.45K | 3.45K | 2.65K | 2.65K | 3.19K | 3.19K | 3.19K | 3.45K | 6.29K | 6.29K | 6.29K | 6.29K | 9.01K | 9.34K | 25.57K | 30.72K | 34.58K | 42.07K |
| JPMorgan Chase & Co | 2.43K | 2.43K | 2.53K | 2.43K | 2.43K | 2.43K | 2.43K | 2.43K | 7.47K | 2.43K | 1.14K | — | 1.35K | — | — | 619 | — | — |
| BNY Mellon | — | 11.18K | 12.76K | 11.81K | 15.07K | 10.36K | 21.05K | 22.14K | — | 13.41K | 11.97K | 13.15K | — | 12.11K | 11.62K | — | — | 10.08K |
| Citadel Advisors | — | — | — | — | — | — | — | 57.22K | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | — | 2 | — | 1 | — | — | — | — |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 14.25K | — | — | — |
| Deutsche Bank AG | — | — | — | — | — | — | — | 3.50K | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 25.86K | — | — | — |