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Boulder Growth & Income Fund shares owned by Evolve Private Wealth

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

Historical chart of Evolve Private Wealth investment in Boulder Growth & Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Boulder Growth & Income Fund by Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.7M 159k 17.10

More positions owned by Evolve Private Wealth

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr International Sl (ISCF)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Emng Mkts Eqt (EMGF)
Ishares Gold Tr Ishares New (IAU)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Evolve Private Wealth

Top funds holding Boulder Growth & Income Fund

JP Wealth Management
Brooklyn Capital Management
Pathstone Holdings
1607 Capital Partners
Allspring Global Investments Holdings
CSS
GatePass Capital
National Asset Management
LPL Financial
Thomas J. Herzfeld Advisors
Blue Bell Private Wealth Management
Karpus Investment Management
Quantedge Capital Pte
Cohen & Steers Capital Management
Raymond James Financial

View all funds holding Boulder Growth & Income Fund