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Nuveen Equity Premium and Growth Fund shares owned by Instrumental Wealth

Quarter-by-quarter ownership of Nuveen Equity Premium and Growth Fund (SPXX) shares owned by Instrumental Wealth from 13F filings

Historical chart of Instrumental Wealth investment in Nuveen Equity Premium and Growth Fund

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Equity Premium and Growth Fund held by Instrumental Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Equity Premium and Growth Fund by Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $362k 23k 16.07

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NVIDIA Corporation (NVDA)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 2035 (IBCA)
Microsoft Corporation (MSFT)
Heritage Ins Hldgs (HRTG)

View all positions for Instrumental Wealth

Top funds holding Nuveen Equity Premium and Growth Fund

Morgan Stanley
Wells Fargo & Company
LPL Financial
Invesco
UBS Group
Allspring Global Investments Holdings
Saba Capital Management
Bank of America Corporation
Advisors Asset Management
Guggenheim Capital, LLC Managers
Cambridge Investment Research Advisors
HighTower Advisors
Wolverine Asset Management
Royal Bank of Canada
Ameriprise Financial

View all funds holding Nuveen Equity Premium and Growth Fund