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Nuveen Equity Premium and Growth Fund shares owned by Marshall & Sterling Wealth Advisors

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

Historical chart of Marshall & Sterling 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 Marshall & Sterling 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 Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $41k 2.5k 16.07

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth 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