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Nuveen Insd Dividend Advantage shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Nuveen Insd Dividend Advantage

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Nuveen Insd Dividend Advantage by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $753k 61k 12.29
2025-06-30 $769k 64k 11.99
2025-03-31 $570k 46k 12.38
2024-12-31 $548k 45k 12.26
2024-09-30 $630k 47k 13.47
2024-06-30 $559k 45k 12.54
2024-03-31 $257k 21k 12.21

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

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