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Boulder Growth & Income Fund shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Boulder Growth & Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Boulder Growth & Income Fund by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.6k 423 17.90
2022-12-31 $165k 13k 12.70
2022-09-30 $120k 11k 10.92

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View all positions for Integrated Wealth Concepts

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