BXMX — NUVEEN S&P 500 BUY-WRITE INC

Ownership history in Wealth Dimensions Group, Ltd.  ·  20 quarters on record

This page tracks every 13F SEC filing in which Wealth Dimensions Group, Ltd. reported a position in NUVEEN S&P 500 BUY-WRITE INC (BXMX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.15% (2020 Q4)
Avg. % of fund
0.08%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 10,943 — 0% 0.03% $158K $13.89
2025 Q2 REDUCED 10,943 -1,310 -10.7% 0.03% $152K $13.10
2025 Q1 REDUCED 12,253 -952 -7.2% 0.04% $161K $12.14
2024 Q4 UNCHANGED 13,205 — 0% 0.05% $185K $12.67
2024 Q3 UNCHANGED 13,205 — 0% 0.05% $181K $12.19
2024 Q2 UNCHANGED 13,205 — 0% 0.05% $178K $11.78
2024 Q1 REDUCED 13,205 -368 -2.7% 0.05% $175K $11.35
2023 Q4 UNCHANGED 13,573 — 0% 0.06% $174K $10.81
2023 Q3 UNCHANGED 13,573 — 0% 0.06% $172K $10.47
2023 Q2 UNCHANGED 13,573 — 0% 0.07% $181K $10.85
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BXMX price (monthly, adj. close)

Other funds also holding BXMX

As of 2025 Q4 — 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% ISLAY CAPITAL MANAGEMENT, LLC 3Y 0.77% Shaker Financial Services, LLC 3Y 7Y 0.57% Investment Partners Asset Management, Inc. 0.34% Advisors Asset Management, Inc. 3Y 7Y 0.32% Shulman DeMeo Asset Management LLC 3Y 7Y 0.32%
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