TCM
BXMX

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

Triumph Capital Management’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
-18,132
Closed -$263K – 1314
2025
Q4 		$267K Buy
18,132
+700
+4% +$10.1K 0.06% 271
2025
Q3 		$252K Hold
17,432
– – 0.07% 274
2025
Q2 		$242K Hold
17,432
– – 0.07% 250
2025
Q1 		$229K Buy
17,432
+500
+3% +$6.88K 0.08% 245
2024
Q4 		$237K Hold
16,932
– – 0.08% 244
2024
Q3 		$236K Hold
16,932
– – 0.08% 241
2024
Q2 		$233K Sell
16,932
-100
-0.6% -$1.31K 0.09% 206
2024
Q1 		$226K Hold
17,032
– – 0.09% 197
2023
Q4 		$219K Hold
17,032
– – 0.09% 193
2023
Q3 		$220K Hold
17,032
– – 0.1% 190
2023
Q2 		$232K Buy
+17,032
New +$225K 0.11% 184

Other funds holding BXMX

IA
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
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

Triumph Capital Management's BXMX Position: Q1 2026 in Review

Triumph Capital Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 18,132 shares — an estimated $263K sold.

Triumph Capital Management first reported a position in BXMX in Q2 2023 and held it in 11 quarters. The position peaked at $267K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Triumph Capital Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Triumph Capital Management sold 18,132 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $263K.
  • Triumph Capital Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2023 and held it in 11 quarters.
  • Triumph Capital Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $267K 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 Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.