NUSC β€” NUSHARES ETF TR

Ownership history in XY Planning Network, Inc.  Β·  6 quarters on record

AI Ownership Summary

XY Planning Network, Inc. reported NUSHARES ETF TR (NUSC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.2% in 2024 Q4. The latest visible filing shows NUSC at 0.37% 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 NUSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was XY Planning Network, Inc.'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

NUSC was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.2% in 2024 Q4

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

Time in book
Holding Window
2024 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.

How XY Planning Network, Inc. held NUSC β€” position size vs. price
% of Fund (quarterly)    NUSC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 50,553 +1,282 +2.6% 0.37% $2.3M 2026-04-14 $47.96
2025 Q4 ADDED 49,271 +3,125 +6.8% 0.38% $2.2M 2026-01-26 $47.64
2025 Q3 UNCHANGED 46,146 β€” 0% 0.64% $1.9M 2025-11-13 $42.94
2025 Q2 ADDED 46,146 +8,067 +21.2% 0.64% $1.9M 2025-07-17 $41.35
2025 Q1 REDUCED 38,079 -186 -0.5% 0.97% $1.5M 2025-04-22 $35.52
2024 Q4 INITIATED 38,265 β€” β€” 1.20% $1.6M 2025-02-27 $40.44

FAQ About XY Planning Network, Inc. and NUSC

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

How long has XY Planning Network, Inc. reported owning NUSC?

XY Planning Network, Inc. reported NUSC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported NUSC position in XY Planning Network, Inc.'s portfolio?

The largest reported portfolio weight for NUSC was 1.20% in 2024 Q4.

What is the latest reported NUSC position on this page?

The most recent filing on this page is 2026 Q1, when XY Planning Network, Inc. reported 50,553 shares, equal to 0.37% of portfolio, with an estimated market value of $2.3M.

What does the chart on this NUSC ownership page compare?

The chart compares XY Planning Network, Inc.'s quarterly NUSC 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.

← Back to XY Planning Network, Inc. Holdings