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Nushares Etf Tr a shares owned by Journey Strategic Wealth

Quarter-by-quarter ownership of Nushares Etf Tr a (NULV) shares owned by Journey Strategic Wealth from 13F filings

Historical chart of Journey Strategic Wealth investment in Nushares Etf Tr a

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All positions including Nushares Etf Tr a held by Journey Strategic Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nushares Etf Tr a by Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 28k 43.83
2025-06-30 $1.1M 26k 41.92
2025-03-31 $1.0M 26k 40.49
2024-12-31 $965k 25k 39.37
2024-09-30 $679k 16k 41.72
2024-06-30 $386k 10k 37.79

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Ishares Tr Core S&p500 Etf (IVV)
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RBB Us Treas 3 Mnth (TBIL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Pepsi (PEP)
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Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Journey Strategic Wealth

Top funds holding Nushares Etf Tr a

Tiaa Trust, National Association
Jpmorgan Chase & Co
LPL Financial
Morgan Stanley
Commonwealth Equity Services
Mercer Global Advisors
Envestnet Asset Management
UBS Group
Cambridge Investment Research Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Beacon Pointe Advisors
Envestnet Portfolio Solutions
Eastern Bank
O'Brien Wealth Partners
Forefront Analytics

View all funds holding Nushares Etf Tr a