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Boulder Growth & Income Fund shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Boulder Growth & Income Fund (STEW) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in Boulder Growth & Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Boulder Growth & Income Fund held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Boulder Growth & Income Fund by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 60k 17.10
2024-12-31 $1.5M 91k 16.02
2019-12-31 $1.8M 150k 11.79

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NVIDIA Corporation (NVDA)
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Ameris Ban (ABCB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
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Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

Top funds holding Boulder Growth & Income Fund

Morgan Stanley
JP Wealth Management
Brooklyn Capital Management
Pathstone Holdings
1607 Capital Partners
Allspring Global Investments Holdings
CSS
GatePass Capital
LPL Financial
National Asset Management
Blue Bell Private Wealth Management
Shaker Financial Services
Bank of America Corporation
Karpus Investment Management
Quantedge Capital Pte

View all funds holding Boulder Growth & Income Fund