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Boulder Growth & Income Fund shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of Boulder Growth & Income Fund (STEW) shares owned by Lloyd Advisory Services from 13F filings

Historical chart of Lloyd Advisory Services investment in Boulder Growth & Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Boulder Growth & Income Fund held by Lloyd Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Boulder Growth & Income Fund by Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.6M 155k 17.10

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Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
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NVIDIA Corporation (NVDA)
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Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Lloyd Advisory Services

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