Triumph Capital Management BXMX NUVEEN S&P 500 BUY-WRITE INCOM COM

Ownership history in Triumph Capital Management  ·  10 quarters on record

AI Ownership Summary

Triumph Capital Management reported NUVEEN S&P 500 BUY-WRITE INCOM COM (BXMX) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2023 Q4. The latest visible filing shows BXMX at 0.00% 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 Triumph Capital Management's position in NUVEEN S&P 500 BUY-WRITE INCOM COM, 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
2026 Q1

BXMX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2023 Q4

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 2026 Q1

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.

How Triumph Capital Management held BXMX — position size vs. price
% of Fund (quarterly)    BXMX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED -18,132 -100.0% 0.00% $5K 2026-05-13 $13.26
2025 Q4 ADDED 18,132 +700 +4.0% 0.06% $267K 2026-02-12 $14.69
2025 Q3 UNCHANGED 17,432 0% 0.06% $252K 2025-11-17 $13.87
2025 Q2 UNCHANGED 17,432 0% 0.07% $242K 2025-07-09 $13.41
2025 Q1 ADDED 17,432 +500 +3.0% 0.08% $229K 2025-05-06 $12.27
2024 Q4 REDUCED 16,932 -100 -0.6% 0.08% $237K 2025-02-14 $13.19
2024 Q1 UNCHANGED 17,032 0% 0.09% $226K 2024-04-25 $11.07
2023 Q4 UNCHANGED 17,032 0% 0.09% $219K 2024-02-05 $11.08
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Triumph Capital Management and BXMX

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

How long has Triumph Capital Management reported owning BXMX?

Triumph Capital Management reported BXMX across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BXMX position in Triumph Capital Management's portfolio?

The largest reported portfolio weight for BXMX was 0.09% in 2023 Q4.

What is the latest reported BXMX position on this page?

The latest section of the table and chart shows the most recent reported BXMX position for Triumph Capital Management.

What does the chart on this BXMX ownership page compare?

The chart compares Triumph Capital Management'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.

How well did Triumph Capital Management time their BXMX position?

Based on 13F filing dates vs. subsequent BXMX price moves, Triumph Capital Management correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on BXMX relative to SPY over the holding period was -15.4%.

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