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Boulder Growth & Income Fund shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning 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 Pinnacle Wealth Planning 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 Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $20k 1.1k 18.54
2020-12-31 $84k 7.6k 11.08

More positions owned by Pinnacle Wealth Planning Services

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Energy Transfer Com Ut Ltd Ptn (ET)
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Spdr Series Trust State Street Spd (SPAB)
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Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
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Amazon (AMZN)
Ishares Tr Eafe Value Etf (EFV)
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Ssga Active Tr State Street Dou (EMTL)
Tesla Motors (TSLA)

View all positions for Pinnacle Wealth Planning Services

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