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Nushares Etf Tr a shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Nushares Etf Tr a (NULG) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Nushares Etf Tr a

Tip: Access up to 7 years of quarterly data

All positions including Nushares Etf Tr a held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nushares Etf Tr a by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $123k 1.3k 93.95
2025-03-31 $93k 1.2k 78.28
2024-12-31 $115k 1.3k 85.84
2024-09-30 $125k 1.5k 82.63

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Microsoft Corporation (MSFT)
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Schwab Strategic Tr Us Mid-cap Etf (SCHM)
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Amazon (AMZN)
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Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Cape Investment Advisory

Top funds holding Nushares Etf Tr a

Tiaa Trust, National Association
LPL Financial
Commonwealth Equity Services
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Cambridge Investment Research Advisors
UBS Group
Ameriprise Financial
Envestnet Portfolio Solutions
RVW Wealth
Beacon Pointe Advisors
Mercer Global Advisors
Coldstream Capital Management
Vestmark Advisory Solutions

View all funds holding Nushares Etf Tr a