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Boulder Growth & Income Fund shares owned by AE Wealth Management

Quarter-by-quarter ownership of Boulder Growth & Income Fund (STEW) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Boulder Growth & Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Boulder Growth & Income Fund held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Boulder Growth & Income Fund by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $522k 37k 14.12
2017-09-30 $1.2M 117k 10.20
2017-06-30 $1.1M 110k 9.71

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus Tp200 Vl Etf (IWX)

View all positions for AE Wealth Management

Top funds holding Boulder Growth & Income Fund

Brooklyn Capital Management
Pathstone Holdings
Allspring Global Investments Holdings
National Asset Management
Shaker Financial Services
CSS
Thomas J. Herzfeld Advisors
Punch & Associates Investment Management
Raymond James & Associates
CNH Partners
Wolverine Asset Management
Atria Wealth Solutions
Flagship Harbor Advisors
Rocky Mountain Advisers
Deschutes Portfolio Strategy

View all funds holding Boulder Growth & Income Fund