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Nuveen Insd Dividend Advantage shares owned by Archetype Wealth Partners

Quarter-by-quarter ownership of Nuveen Insd Dividend Advantage (NVG) shares owned by Archetype Wealth Partners from 13F filings

Historical chart of Archetype Wealth Partners investment in Nuveen Insd Dividend Advantage

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Insd Dividend Advantage held by Archetype Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Insd Dividend Advantage by Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $287k 23k 12.31
2025-06-30 $278k 23k 11.92
2025-03-31 $289k 23k 12.39
2024-12-31 $286k 23k 12.26
2024-09-30 $315k 24k 13.41
2024-06-30 $293k 24k 12.47
2024-03-31 $285k 24k 12.13
2023-12-31 $278k 24k 11.83

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr Gold Shares Etf (GLD)
Ishares Gold Trust Etf (IAU)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Utilities Select Sector Spdr Fund Etf (XLU)

View all positions for Archetype Wealth Partners

Top funds holding Nuveen Insd Dividend Advantage

Gridiron Partners
Morgan Stanley
Rivernorth Capital Management
UBS Group
Guggenheim Capital, LLC Managers
Wells Fargo & Company
Hennion & Walsh Asset Management
MacKay Shields
Van Eck Associates Corp.
Raymond James Financial
LPL Financial
Cornerstone Advisory
Advisors Asset Management
Congress Park Capital
Allianz Asset Management

View all funds holding Nuveen Insd Dividend Advantage