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Nuveen Equity Premium and Growth Fund shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management 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 Smallwood Wealth Investment Management 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 Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.1k 522 17.52
2025-06-30 $14k 772 17.75
2025-03-31 $13k 757 16.91

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

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