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Boulder Growth & Income Fund shares owned by Institute For Wealth Management

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

Historical chart of Institute For 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 Institute For 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 Institute For Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $86k 4.8k 17.90

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View all positions for Institute For Wealth Management

Top funds holding Boulder Growth & Income Fund

Atlas Wealth
Morgan Stanley
JP Wealth Management
Brooklyn Capital Management
1607 Capital Partners
Pathstone Holdings
Allspring Global Investments Holdings
CSS
LPL Financial
GatePass Capital
National Asset Management
Blue Bell Private Wealth Management
Shaker Financial Services
Bank of America Corporation
Cohen & Steers Capital Management

View all funds holding Boulder Growth & Income Fund