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Nuveen Insd Dividend Advantage shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in Nuveen Insd Dividend Advantage

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Nuveen Insd Dividend Advantage by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $398k 31k 12.80
2025-09-30 $24k 1.9k 12.29

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

Top funds holding Nuveen Insd Dividend Advantage

Guggenheim Capital, LLC Managers
Morgan Stanley
Hennion & Walsh Asset Management
Wells Fargo & Company
UBS Group
Bank of America Corporation
Raymond James Financial
Van Eck Associates Corp.
LPL Financial
Artesa Financial Group
Advisors Asset Management
Cornerstone Advisory
Congress Park Capital
Ameriprise Financial
McGowan Group Asset Management

View all funds holding Nuveen Insd Dividend Advantage