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Nuveen Equity Premium and Growth Fund shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial Advisors investment in Nuveen Equity Premium and Growth Fund

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All positions including Nuveen Equity Premium and Growth Fund held by Kapstone Financial Advisors 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 Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $203k 13k 16.07

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Palantir Technologies Cl A (PLTR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Meta Platforms Cl A (META)
Procter & Gamble Company (PG)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kapstone Financial Advisors

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