Nuveen S&P 500 Buy-WRXBXMX
13F holders, Q1 2026 (March 31)4holders −172
1new positions
18sold out
$15.00avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding Nuveen S&P 500 Buy-WR Inc. (XBXMX) in their 13F filings, down 172 from Q4 2025. 1 opened new positions and 18 sold out. The largest holders were IFP Advisors, Inc ($285K), Private Trust Co. NA ($27K) and CoreFirst Bank & Trust ($12K).
- Company
- Nuveen S&P 500 Buy-WR Inc.
- CUSIP
- 6706ER101
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $0 |
| Exits | 18 | $5.9M |
All 13F filers, Q4 2025 → Q1 2026: 428,881 shares sold, net −428,881 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| IFP Advisors, Inc | 0.01% | Reduce -34.5% | 18,947 | $285K |
| Private Trust Co. NA | 0.00% | No change | 2,000 | $27K |
| CoreFirst Bank & Trust | 0.01% | No change | 930 | $12K |
| Ameliora Wealth Management Ltd. | 0.00% | No change | 200 | $3K |
"% of holder's portfolio" is XBXMX's weight in each manager's 13F, not the share of Nuveen S&P 500 Buy-WR Inc. the manager owns.