SEC 13F Intelligence

Wealth Advisory Team LLC / NULG

Wealth Advisory Team LLC’s Nushares Etf Tr Position

Does Wealth Advisory Team LLC own Nushares Etf Tr (NULG)? Yes23.2K shares worth $2M (+2.01% of its 13F portfolio) as of Q4 2025, down from 23.8K shares the prior filed quarter.

Position Value
$2M
Q4 2025
Shares
23.2K
% of Portfolio
+2.01%
Quarters Held
2
currently held

Position History NULG

Reported value by quarter
Q2 ’25: $2MQ2 ’25Q4 ’25: $2MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202523.2K$2M+2.01%
Q2 202523.8K$2M+2.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealth Advisory Team LLC’s full portfolio or all institutional holders of NULG.