INSPIRION WEALTH ADVISORS, LLC NULG β€” NUSHARES ETF TR

Ownership history in INSPIRION WEALTH ADVISORS, LLC  Β·  3 quarters on record

AI Ownership Summary

INSPIRION WEALTH ADVISORS, LLC reported NUSHARES ETF TR (NULG) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.04% in 2026 Q2. The latest visible filing shows NULG at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NULG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INSPIRION WEALTH ADVISORS, LLC's position in NUSHARES ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NULG was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How INSPIRION WEALTH ADVISORS, LLC held NULG β€” position size vs. price
% of Fund (quarterly)    NULG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 3,205 +40 +1.3% 0.04% $371K 2026-07-07 $113.75
2026 Q1 ADDED β€” β€” β€” 3,165 +53 +1.7% 0.04% $288K 2026-04-08 $96.06
2025 Q4 INITIATED β€” β€” β€” 3,112 β€” β€” 0.04% $304K 2026-01-09 $99.07

FAQ About INSPIRION WEALTH ADVISORS, LLC and NULG

These are the practical questions this page is built to answer before you even open the full history table.

How long has INSPIRION WEALTH ADVISORS, LLC reported owning NULG?

INSPIRION WEALTH ADVISORS, LLC reported NULG across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported NULG position in INSPIRION WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for NULG was 0.04% in 2026 Q2.

What is the latest reported NULG position on this page?

The most recent filing on this page is 2026 Q2, when INSPIRION WEALTH ADVISORS, LLC reported 3,205 shares, equal to 0.04% of portfolio, with an estimated market value of $371K.

What does the chart on this NULG ownership page compare?

The chart compares INSPIRION WEALTH ADVISORS, LLC's quarterly NULG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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