Prism Advisors, Inc. NULG — NUVEEN ESG LARGE-CAP GROWTH ETF

Ownership history in Prism Advisors, Inc.  ·  13 quarters on record

AI Ownership Summary

Prism Advisors, Inc. reported NUVEEN ESG LARGE-CAP GROWTH ETF (NULG) in 13 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.21% in 2026 Q2. The latest visible filing shows NULG at 0.19% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NULG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prism Advisors, Inc.'s position in NUVEEN ESG LARGE-CAP GROWTH ETF, 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 Q3

NULG was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% 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
2024 Q2 to 2026 Q3

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.

NULG stock page Prism Advisors, Inc. fund profile Prism Advisors, Inc. full holdings
How Prism Advisors, Inc. held NULG — position size vs. price
% of Fund (quarterly)    NULG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 6,615 -911 -12.1% 0.19% $759K 2026-10-09 $115.42
2026 Q2 REDUCED — — — 7,526 -280 -3.6% 0.21% $881K 2026-07-24 $111.86
2026 Q1 ADDED — — — 7,806 +2,478 +46.5% 0.19% $710K 2026-04-23 $102.77
2025 Q4 ADDED — — — 5,328 +119 +2.3% 0.14% $521K 2026-01-23 $98.42
2025 Q3 ADDED — — — 5,209 +19 +0.4% 0.14% $518K 2025-10-14 $98.78
2025 Q2 REDUCED 23.1% +5.7% ❌ 5,190 -1,563 -23.1% 0.14% $488K 2025-07-08 $93.86
2025 Q1 REDUCED 12.4% +20.0% ❌ 6,753 -959 -12.4% 0.16% $529K 2025-05-01 $81.65
2024 Q4 REDUCED — — — 7,712 -38 -0.5% 0.20% $662K 2025-01-22 $89.75
2024 Q3 ADDED — — — 7,750 +484 +6.7% 0.18% $640K 2024-10-15 $83.37
2024 Q2 REDUCED — — — 7,266 -90 -1.2% 0.18% $590K 2024-07-10 $83.97
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NULG

As of 2026 Q3 — sorted by position size

RVW Wealth, LLC 3Y 7Y 0.95% MFA WEALTH ADVISORS, LLC 3Y 7Y 0.28% Emergent Wealth Advisors, LLC 0.28% RTD Financial Advisors, Inc. 3Y 0.08% INSPIRION WEALTH ADVISORS, LLC 3Y 7Y 0.05% Trust Co 3Y 7Y 0.04% Bath Savings Trust Co 3Y 7Y 0.03% Investors Research Corp 3Y 7Y 0.03% Stonebridge Financial Group, LLC 0.02% Hickory Point Bank & Trust 0.02%

FAQ About Prism Advisors, Inc. and NULG

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

How long has Prism Advisors, Inc. reported owning NULG?

Prism Advisors, Inc. reported NULG across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported NULG position in Prism Advisors, Inc.'s portfolio?

The largest reported portfolio weight for NULG was 0.21% in 2026 Q2.

What is the latest reported NULG position on this page?

The most recent filing on this page is 2026 Q3, when Prism Advisors, Inc. reported 6,615 shares, equal to 0.19% of portfolio, with an estimated market value of $759K.

What does the chart on this NULG ownership page compare?

The chart compares Prism Advisors, Inc.'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.

How well did Prism Advisors, Inc. time their NULG position?

Based on 13F filing dates vs. subsequent NULG price moves, Prism Advisors, Inc. correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on NULG relative to SPY over the holding period was +0.6%.

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