JIC
BXMX

Joel Isaacson & Co’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Joel Isaacson & Co’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
2025
Q2 		– Sell
-14,660
Closed -$192K – 423
2025
Q1 		$192K Buy
+14,660
New +$202K 0.01% 381

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Joel Isaacson & Co's BXMX Position: Q2 2025 in Review

Joel Isaacson & Co sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2025, closing a stake of 14,660 shares — an estimated $192K sold.

Joel Isaacson & Co first reported a position in BXMX in Q1 2025 and held it in 1 quarter. The position peaked at $192K in Q1 2025. 158 funds tracked by Wall St. Rank hold BXMX as of Q2 2025.

  • Joel Isaacson & Co reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2025 after selling out during the quarter.
  • Joel Isaacson & Co sold 14,660 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2025, an estimated $192K.
  • Joel Isaacson & Co first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2025 and held it in 1 quarter.
  • Joel Isaacson & Co's Nuveen S&P 500 Buy-Write Income Fund position peaked at $192K in Q1 2025.
  • 158 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2025.

Based on Joel Isaacson & Co's 13F filing for Q2 2025, filed 23 Jul 2025.