Skip to main content

Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

BXMX holding history

Nuveen S&P 500 BuyWrite Income Fund in every 13F filed by Encompass Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BXMX overviewAll 13F holders of BXMXFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of BXMX by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−14,207−100.0%Sold outHolders
Q4 202514,207$208.8K0.1%00.0%UnchangedHolders
Q3 202514,207$205.2K0.1%00.0%UnchangedHolders
Q2 202514,207$197.2K0.1%−8,415−37.2%ReducedHolders
Q1 202522,622$296.8K0.1%00.0%UnchangedHolders
Q4 202422,622$316.5K0.1%+302+1.4%AddedHolders
Q3 202422,320$306.2K0.1%+140+0.6%AddedHolders
Q2 202422,180$299.4K0.1%+141+0.6%AddedHolders
Q1 202422,039$291.6K0.1%00.0%UnchangedHolders
Q4 202322,039$282.8K0.1%+285+1.3%AddedHolders
Q3 202321,754$275.4K0.1%+133+0.6%AddedHolders
Q2 202321,621$289.1K0.1%+133+0.6%AddedHolders
Q1 202321,488$281.3K0.1%00.0%UnchangedHolders
Q4 202221,488$271.8K0.1%+273+1.3%AddedHolders
Q3 202221,215$252.0K0.1%+393+1.9%AddedHolders
Q2 202220,822$258.0K0.1%+338+1.7%AddedHolders
Q1 202220,484$292.0K0.1%00.0%UnchangedHolders
Q4 202120,484$300.0K0.1%+588+3.0%AddedHolders
Q3 202119,896$283.0K0.1%+292+1.5%AddedHolders
Q2 202119,604$281.0K0.1%00.0%UnchangedHolders
Q1 202119,604$274.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.