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Nushares Etf Tr a shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Nushares Etf Tr a (NULG) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Nushares Etf Tr a

Tip: Access up to 7 years of quarterly data

All positions including Nushares Etf Tr a held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nushares Etf Tr a by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $40k 338 117.06

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Nushares Etf Tr a

Bank of America Corporation
Tiaa-cref Individual & Institutional Services
Northwest & Ethical Investments
LPL Financial
Jpmorgan Chase & Co
Commonwealth Equity Services
Morgan Stanley
Envestnet Asset Management
Ameriprise Financial
UBS Group
Cambridge Investment Research Advisors
Bank of New York Mellon
Beacon Pointe Advisors
Coldstream Capital Management
RVW Wealth

View all funds holding Nushares Etf Tr a