BXMX β€” Nuveen S&P 500 BuyWrite Income

Ownership history in ISLAY CAPITAL MANAGEMENT, LLC  Β·  25 quarters on record

AI Ownership Summary

ISLAY CAPITAL MANAGEMENT, LLC reported Nuveen S&P 500 BuyWrite Income (BXMX) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.83% in 2025 Q3. The latest visible filing shows BXMX at 0.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BXMX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ISLAY CAPITAL MANAGEMENT, LLC's position in Nuveen S&P 500 BuyWrite Income, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BXMX was reported at 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BXMX stock page ISLAY CAPITAL MANAGEMENT, LLC fund profile ISLAY CAPITAL MANAGEMENT, LLC full holdings
How ISLAY CAPITAL MANAGEMENT, LLC held BXMX β€” position size vs. price
% of Fund (quarterly)    BXMX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 89,516 -11,471 -11.4% 0.77% $1.3M 2026-02-14 (Est.) $14.72
2025 Q3 ADDED 100,987 +24,670 +32.3% 0.83% $1.5M 2025-11-12 $14.23
2025 Q2 REDUCED 76,317 -3,939 -4.9% 0.68% $1.1M 2025-08-08 $13.58
2025 Q1 ADDED 80,256 +2,500 +3.2% 0.71% $1.1M 2025-05-14 $12.69
2024 Q4 ADDED 77,756 +1,801 +2.4% 0.76% $1.1M 2025-02-13 $13.20
2024 Q3 UNCHANGED 75,955 β€” 0% 0.70% $1.0M 2024-11-07 $12.57
2024 Q2 REDUCED 75,955 -6,323 -7.7% 0.74% $1.0M 2024-08-13 $11.73
2024 Q1 ADDED 82,278 +10,441 +14.5% 0.81% $1.1M 2024-05-14 $11.51
2023 Q4 REDUCED 71,837 -11,281 -13.6% 0.71% $922K 2024-02-05 $11.08
16 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BXMX

As of 2025 Q4 β€” sorted by position size

Sage Capital Management, LLC 1.63% NCP Inc. 1.48% Twelve Points Wealth Management LLC 3Y 1.22% TPG Advisors LLC 1.12% Blake Schutter Theil Wealth Advisors, LLC 0.83% Prosperity Wealth Management, Inc. 0.62% Shaker Financial Services, LLC 3Y 7Y 0.57% GatePass Capital, LLC 0.35% Investment Partners Asset Management, Inc. 0.34% Advisors Asset Management, Inc. 3Y 7Y 0.32%

FAQ About ISLAY CAPITAL MANAGEMENT, LLC and BXMX

These are the practical questions this page is built to answer before you even open the full history table.

How long has ISLAY CAPITAL MANAGEMENT, LLC reported owning BXMX?

ISLAY CAPITAL MANAGEMENT, LLC reported BXMX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BXMX position in ISLAY CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for BXMX was 0.83% in 2025 Q3.

What is the latest reported BXMX position on this page?

The most recent filing on this page is 2025 Q4, when ISLAY CAPITAL MANAGEMENT, LLC reported 89,516 shares, equal to 0.77% of portfolio, with an estimated market value of $1.3M.

What does the chart on this BXMX ownership page compare?

The chart compares ISLAY CAPITAL MANAGEMENT, LLC's quarterly BXMX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to ISLAY CAPITAL MANAGEMENT, LLC Holdings