| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ASA GOLD AND PRECIOUS MTLS L | 11 | Q2 2024 | 6.0% |
| INVESCO EXCHANGE TRADED FD T | 11 | Q2 2024 | 3.2% |
| VANECK ETF TRUST | 11 | Q2 2024 | 3.9% |
| INVESCO EXCHANGE TRADED FD T | 11 | Q2 2024 | 2.9% |
| INVESCO EXCHANGE TRADED FD T | 11 | Q2 2024 | 2.5% |
| SPDR GOLD TR | 11 | Q2 2024 | 2.2% |
| ISHARES TR | 11 | Q2 2024 | 4.1% |
| JPMORGAN CHASE & CO. | 11 | Q2 2024 | 2.3% |
| NUVEEN S&P 500 BUY-WRITE INC | 11 | Q2 2024 | 1.7% |
| DOUBLELINE OPPORTUNISTIC CR | 11 | Q2 2024 | 1.5% |
View Twelve Points Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-18 |
View Twelve Points Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.