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Boulder Growth & Income Fund shares owned by Optima Capital

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

Historical chart of Optima Capital investment in Boulder Growth & Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Boulder Growth & Income Fund by Optima Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $19k 1.0k 18.54

More positions owned by Optima Capital

Spdr Series Trust State Street Spd (SPYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Income Etf (JPIE)
Doubleline Etf Trust Opportunistic Co (DBND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Core Msci Eafe (IEFA)
Cambria Etf Tr Global Value Etf (GVAL)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Tr Msci Usa Quality (GARP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Specialized Funds Div App Etf (VIG)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Optima Capital

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
CNH Partners
Cohen & Steers Capital Management

View all funds holding Boulder Growth & Income Fund