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Nuveen Equity Premium Income Fund shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Nuveen Equity Premium Income Fund (BXMX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Nuveen Equity Premium Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Equity Premium Income Fund held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Equity Premium Income Fund by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $275k 22k 12.66
2023-06-30 $289k 22k 13.37
2023-03-31 $281k 22k 13.09
2022-12-31 $272k 22k 12.65
2022-09-30 $252k 21k 11.88
2022-06-30 $258k 21k 12.39
2022-03-31 $292k 21k 14.26
2021-12-31 $300k 21k 14.65
2021-09-30 $283k 20k 14.22
2021-06-30 $281k 20k 14.33
2021-03-31 $274k 20k 13.98
2020-12-31 $249k 19k 12.90

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Airbnb Common Stock (ABNB)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)
Costco Wholesale Corp Common Stock (COST)

View all positions for Encompass Wealth Advisors

Top funds holding Nuveen Equity Premium Income Fund

UBS Group
Wells Fargo & Company
Cornerstone Advisors
Raymond James Financial Services Advisors
Royal Bank of Canada
Bank of America Corporation
Raymond James & Associates
Guggenheim Capital, LLC Managers
Cambridge Investment Research Advisors
Lindbrook Capital
Shaker Financial Services
Advisor Group Holdings
Commonwealth Equity Services
Allspring Global Investments Holdings
Landscape Capital Management

View all funds holding Nuveen Equity Premium Income Fund