Invera Wealth Advisors, LLC NULV — NUSHARES ETF TR

Ownership history in Invera Wealth Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

Invera Wealth Advisors, LLC reported NUSHARES ETF TR (NULV) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.56% in 2024 Q2. The latest visible filing shows NULV at 2.02% 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 NULV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Invera 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 Q1

NULV was reported at 2.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.56% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

NULV stock page Invera Wealth Advisors, LLC fund profile Invera Wealth Advisors, LLC full holdings
How Invera Wealth Advisors, LLC held NULV — position size vs. price
% of Fund (quarterly)    NULV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 69,295 -17,543 -20.2% 2.02% $3.2M 2026-04-22 $48.27
2025 Q4 REDUCED 7.1% +1.0% ❌ 86,838 -6,608 -7.1% 2.47% $3.9M 2026-01-23 $46.67
2025 Q3 REDUCED — — — 93,446 -1,884 -2.0% 2.55% $3.9M 2025-10-29 $43.53
2025 Q1 REDUCED — — — 95,330 -182 -0.2% 4.54% $3.9M 2025-05-02 $38.89
2024 Q4 REDUCED — — — 95,512 -1,145 -1.2% 3.87% $3.9M 2025-02-03 $40.25
2024 Q3 REDUCED 16.4% -4.0% ✅ 96,657 -19,020 -16.4% 4.05% $4.1M 2024-11-12 $40.54
2024 Q2 ADDED — — — 115,677 +1,850 +1.6% 4.56% $4.4M 2024-08-07 $36.44
2024 Q1 ADDED — — — 113,827 +2,120 +1.9% 3.54% $4.2M 2024-04-22 $35.75
2023 Q4 INITIATED — — — 111,707 — — 2.51% $4.0M 2024-01-17 $34.14

🏢 Other funds also holding NULV

As of 2026 Q1 — sorted by position size

Forefront Analytics, LLC 3Y 7Y 8.1% Balanced Rock Investment Advisors LLC 1.85% rebel Financial LLC 1.76% Evolution Advisers, Inc. 3Y 1.45% CRUX WEALTH ADVISORS 1.42% Sincerus Advisory, LLC 1.31% Plum Street Advisors, LLC 1.22% REGATTA CAPITAL GROUP, LLC 3Y 1.02% TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.84% Equita Financial Network, Inc. 0.76%

FAQ About Invera Wealth Advisors, LLC and NULV

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

How long has Invera Wealth Advisors, LLC reported owning NULV?

Invera Wealth Advisors, LLC reported NULV across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NULV position in Invera Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for NULV was 4.56% in 2024 Q2.

What is the latest reported NULV position on this page?

The most recent filing on this page is 2026 Q1, when Invera Wealth Advisors, LLC reported 69,295 shares, equal to 2.02% of portfolio, with an estimated market value of $3.2M.

What does the chart on this NULV ownership page compare?

The chart compares Invera Wealth Advisors, LLC's quarterly NULV 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.

How well did Invera Wealth Advisors, LLC time their NULV position?

Based on 13F filing dates vs. subsequent NULV price moves, Invera Wealth Advisors, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on NULV relative to SPY over the holding period was -3.9%.

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