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Nuveen Insd Dividend Advantage shares owned by Morling Financial Advisors

Quarter-by-quarter ownership of Nuveen Insd Dividend Advantage (NVG) shares owned by Morling Financial Advisors from 13F filings

Historical chart of Morling Financial Advisors investment in Nuveen Insd Dividend Advantage

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Nuveen Insd Dividend Advantage by Morling Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $172k 14k 12.29
2025-06-30 $164k 14k 11.93
2025-03-31 $167k 14k 12.38
2024-12-31 $226k 18k 12.26
2024-09-30 $241k 18k 13.39

More positions owned by Morling Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Tcw Etf Trust Flexible Income (FLXR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Tesla Motors (TSLA)
Ishares Core Msci Emkt (IEMG)

View all positions for Morling Financial Advisors

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