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Boulder Growth & Income Fund shares owned by Connecticut Wealth Management

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

Historical chart of Connecticut 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 Connecticut 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $160k 10k 15.80
2024-06-30 $147k 10k 14.55
2024-03-31 $153k 10k 15.06
2023-12-31 $141k 10k 13.87

More positions owned by Connecticut Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Small Cp Etf (VOT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Cohen Steer Reit (ICF)

View all positions for Connecticut Wealth Management

Top funds holding Boulder Growth & Income Fund

Morgan Stanley
Brooklyn Capital Management
Pathstone Holdings
JP Wealth Management
1607 Capital Partners
Shaker Financial Services
CSS
Allspring Global Investments Holdings
CNH Partners
Karpus Investment Management
National Asset Management
Almitas Capital
Wolverine Asset Management
Blue Bell Private Wealth Management
Raymond James Financial

View all funds holding Boulder Growth & Income Fund