Axxcess Wealth Management »

Nuveen Insd Dividend Advantage shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess Wealth Management investment in Nuveen Insd Dividend Advantage

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nuveen Insd Dividend Advantage by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $580k 47k 12.29
2025-06-30 $443k 37k 11.93
2025-03-31 $459k 37k 12.38
2024-12-31 $448k 37k 12.26
2024-09-30 $503k 38k 13.39
2024-06-30 $494k 40k 12.46
2024-03-31 $627k 52k 12.15
2023-12-31 $625k 53k 11.82

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

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