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Boulder Growth & Income Fund shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Boulder Growth & Income Fund (STEW) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Boulder Growth & Income Fund

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All positions including Boulder Growth & Income Fund held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Boulder Growth & Income Fund by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2024-12-31 $148k 9.2k 16.02
2024-09-30 $142k 9.0k 15.78
2024-03-31 $27k 1.8k 15.06

More positions owned by Jones Financial Companies, L.L

Ishares Core Us Aggregate Bond Etf (AGG)
Vanguard Index Tr Etf (VUG)
Vanguard Index Tr Etf (VTV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Trust Core Msci Eafe Etf (IEFA)
Ishares Russell Midcap Etf (IWR)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Index Trust Etf (VV)
Ishares Russell 1000 Etf (IWB)
Vanguard Ftse Developed Etf (VEA)
Ishares Core Total Usd Bond Etf (IUSB)
Ishares Russell 2000 Etf (IWM)
Vanguard Index Trust Etf (VB)
Ishares Russell Midcap Value Etf (IWS)

View all positions for Jones Financial Companies, L.L

Top funds holding Boulder Growth & Income Fund

Morgan Stanley
Brooklyn Capital Management
Pathstone Holdings
JP Wealth Management
1607 Capital Partners
Shaker Financial Services
CSS
Allspring Global Investments Holdings
CNH Partners
Karpus Investment Management
National Asset Management
Almitas Capital
Wolverine Asset Management
Blue Bell Private Wealth Management
Raymond James Financial

View all funds holding Boulder Growth & Income Fund