TPWM
Twelve Points Wealth Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.01M | Buy |
432,690
+17,712
| +4% | +$246K | 1.62% | 11 |
|
|
2025
Q1 | $5.44M | Buy |
414,978
+32,611
| +9% | +$428K | 1.48% | 12 |
|
|
2024
Q4 | $5.35M | Buy |
382,367
+103,889
| +37% | +$1.45M | 1.54% | 12 |
|
|
2024
Q3 | $3.82M | Buy |
278,478
+38,614
| +16% | +$530K | 1.2% | 15 |
|
|
2024
Q2 | $3.24M | Buy |
239,864
+44,206
| +23% | +$597K | 1.14% | 16 |
|
|
2024
Q1 | $2.59M | Buy |
195,658
+20,788
| +12% | +$275K | 0.95% | 17 |
|
|
2023
Q4 | $2.24M | Sell |
174,870
-94,804
| -35% | -$1.22M | 1.06% | 17 |
|
|
2023
Q3 | $3.41M | Buy |
269,674
+32,322
| +14% | +$409K | 1.7% | 11 |
|
|
2023
Q2 | $3.17M | Buy |
237,352
+15,310
| +7% | +$205K | 1.69% | 12 |
|
|
2023
Q1 | $2.91M | Buy |
222,042
+26,530
| +14% | +$347K | 1.67% | 12 |
|
|
2022
Q4 | $2.47M | Buy |
195,512
+63,539
| +48% | +$804K | 1.68% | 11 |
|
|
2022
Q3 | $1.57M | Buy |
131,973
+9,751
| +8% | +$116K | 1.22% | 16 |
|
|
2022
Q2 | $1.51M | Buy |
122,222
+26,407
| +28% | +$327K | 1.16% | 16 |
|
|
2022
Q1 | $1.37M | Buy |
95,815
+44,391
| +86% | +$632K | 1.02% | 18 |
|
|
2021
Q4 | $753K | Buy |
+51,424
| New | +$753K | 0.61% | 50 |
|