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

Bay Capital 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	-15,950	Closed	-$234K	–	108
2025 Q4	$234K	Hold	15,950	–	–	0.14%	100
2025 Q3	$230K	Hold	15,950	–	–	0.15%	102
2025 Q2	$221K	Hold	15,950	–	–	0.17%	105
2025 Q1	$209K	Hold	15,950	–	–	0.17%	104
2024 Q4	$223K	Buy	+15,950	New	+$221K	0.18%	103

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

Bay Capital Advisors's BXMX Position: Q1 2026 in Review

Bay Capital Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 15,950 shares — an estimated $234K sold.

Bay Capital Advisors first reported a position in BXMX in Q4 2024 and held it in 5 quarters. The position peaked at $234K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

Bay Capital Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
Bay Capital Advisors sold 15,950 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $234K.
Bay Capital Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2024 and held it in 5 quarters.
Bay Capital Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $234K 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 Bay Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.