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Nuveen Equity Premium and Growth Fund shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors 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 Kingswood Wealth 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $238k 14k 17.49
2025-06-30 $242k 14k 17.74
2025-03-31 $230k 14k 16.90

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Amazon Com Incorporated Common Stock (AMZN)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)
Broadcom Incorporated Common Stock (AVGO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Meta Platforms Incorporated Class A Common Stock (META)
Proshares Ultra S&p500 Exchange Traded Fund (SSO)

View all positions for Kingswood Wealth Advisors

Top funds holding Nuveen Equity Premium and Growth Fund

Wells Fargo & Company
UBS Group
Raymond James Financial
LPL Financial
Invesco
Morgan Stanley
Cambridge Investment Research Advisors
Advisor Group Holdings
Guggenheim Capital, LLC Managers
Shaker Financial Services
Royal Bank of Canada
Fortem Financial Group
Advisors Asset Management
Davenport & Co
Shulman DeMeo Asset Management

View all funds holding Nuveen Equity Premium and Growth Fund