Instrumental Wealth, LLC
- SEC CIK
- 0001976010
- Latest filing
- Jul 16, 2026
BXMX holding history
Nuveen S&P 500 BuyWrite Income Fund in every 13F filed by Instrumental Wealth, 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
- 12
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −26,833−100.0% | Sold out | Holders |
| Q4 2025 | 26,833 | $392.8K | 0.2% | −349−1.3% | Reduced | Holders |
| Q3 2025 | 27,182 | $391.7K | 0.3% | +1,931+7.6% | Added | Holders |
| Q2 2025 | 25,251 | $352.5K | 0.3% | +1,411+5.9% | Added | Holders |
| Q1 2025 | 23,840 | $305.2K | 0.3% | 00.0% | Unchanged | Holders |
| Q4 2024 | 23,840 | $335.9K | 0.3% | +1,136+5.0% | Added | Holders |
| Q3 2024 | 22,704 | $313.5K | 0.3% | 00.0% | Unchanged | Holders |
| Q2 2024 | 22,704 | $297.0K | 0.3% | +162+0.7% | Added | Holders |
| Q1 2024 | 22,542 | $296.9K | 0.1% | +702+3.2% | Added | Holders |
| Q4 2023 | 21,840 | $281.1K | 0.3% | +323+1.5% | Added | Holders |
| Q3 2023 | 21,517 | $270.3K | 0.3% | −289−1.3% | Reduced | Holders |
| Q2 2023 | 21,806 | $296.3K | 0.4% | +996+4.8% | Added | Holders |
| Q1 2023 | 20,810 | $272.2K | 0.4% | – | No prior filing | Holders |