Boulder Growth & Income Fund shares owned by Creative Planning
Quarter-by-quarter ownership of Boulder Growth & Income Fund (STEW) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Boulder Growth & Income Fund
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All positions including Boulder Growth & Income Fund held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Boulder Growth & Income Fund by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $250k | 15k | 17.10 |
| 2024-09-30 | $232k | 15k | 15.80 |
| 2024-06-30 | $213k | 15k | 14.55 |
| 2024-03-31 | $206k | 14k | 15.06 |
| 2023-12-31 | $190k | 14k | 13.87 |
| 2023-09-30 | $177k | 14k | 12.98 |
| 2023-06-30 | $182k | 14k | 13.28 |
| 2023-03-31 | $207k | 17k | 12.28 |
| 2022-12-31 | $219k | 17k | 12.70 |
| 2022-09-30 | $165k | 15k | 10.87 |
| 2018-09-30 | $170k | 15k | 11.19 |
| 2018-06-30 | $142k | 14k | 10.26 |
| 2017-12-31 | $114k | 10k | 11.10 |
| 2017-06-30 | $82k | 8.4k | 9.73 |
| 2017-03-31 | $82k | 8.8k | 9.32 |
| 2016-12-31 | $120k | 13k | 8.94 |
| 2016-09-30 | $29k | 3.4k | 8.52 |
| 2015-12-31 | $6.0k | 758 | 7.92 |
| 2015-09-30 | $8.0k | 1.1k | 7.60 |
| 2015-03-31 | $8.0k | 913 | 8.76 |
| 2014-12-31 | $25k | 2.8k | 8.95 |
| 2013-09-30 | $2.0k | 206 | 9.71 |
| 2013-06-30 | $2.0k | 204 | 9.80 |
| 2012-12-31 | $1.0k | 200 | 5.00 |