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Nuveen Insd Dividend Advantage shares owned by Caldwell Trust

Quarter-by-quarter ownership of Nuveen Insd Dividend Advantage (NVG) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Nuveen Insd Dividend Advantage

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Nuveen Insd Dividend Advantage by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $498k 41k 12.29
2021-12-31 $2.2M 125k 17.93
2021-09-30 $1.9M 111k 17.15
2021-06-30 $1.0M 56k 17.86
2021-03-31 $917k 54k 16.90
2020-12-31 $948k 57k 16.78
2020-09-30 $902k 58k 15.66
2020-06-30 $880k 58k 15.28
2020-03-31 $845k 58k 14.68
2019-12-31 $960k 58k 16.67

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Blackrock (BLK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Nextera Energy (NEE)
Mastercard Incorporated Cl A (MA)

View all positions for Caldwell Trust

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