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Nuveen Equity Premium Income Fund shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Nuveen Equity Premium Income Fund (BXMX) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $106k 27k 3.94
2024-12-31 $144k 10k 13.99

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding Nuveen Equity Premium Income Fund

LPL Financial
Wells Fargo & Company
Invesco
UBS Group
Advisors Asset Management
Allspring Global Investments Holdings
Raymond James Financial
HighTower Advisors
Guggenheim Capital, LLC Managers
Cambridge Investment Research Advisors
Royal Bank of Canada
Advisor Group Holdings
Twelve Points Wealth Management
Ameriprise Financial
Stifel Financial

View all funds holding Nuveen Equity Premium Income Fund