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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

BXMX holding history

Nuveen S&P 500 BuyWrite Income Fund in every 13F filed by Compass Wealth Management 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 (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2022
Holdings of BXMX by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−907−100.0%Sold outHolders
Q1 2024907$12.0K<0.1%00.0%UnchangedHolders
Q4 2023907$11.6K<0.1%00.0%UnchangedHolders
Q3 2023907$11.5K<0.1%00.0%UnchangedHolders
Q2 2023907$12.1K<0.1%00.0%UnchangedHolders
Q1 2023907$11.9K<0.1%00.0%UnchangedHolders
Q4 2022907$11.5K<0.1%–No prior filingHolders