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NULG

Showing 7 of 14 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in NUSHARES ETF TR

Yes. EP Wealth Advisors holds 90,616 shares of NULG, worth $10.6M, as of its Q2 2026 13F filing. It increased the position by 45,629 shares (+101.4%) from Q1 2026. EP Wealth Advisors has held NULG since Q2 2023, across 12 quarterly 13F filings.

Current Value

$10.6M

Current Shares

90,616

Total Value Change

+$9.9M

Total Shares Change

+82,190

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
90,616
+101.4%
$10.6M0.0%$117.06
45
2026-Q1
Increased
44,987
+11.4%
$4.1M0.0%$94.40
30
2025-Q4
Increased
40,366
+237.4%
$3.9M0.0%$98.63
43
2025-Q2
Increased
11,964
+37.4%
$1.1M0.0%$92.93
33
2025-Q1
Decreased
8,708
-13.6%
$681,6610.0%$78.17
0
2024-Q4
Increased
10,083
+19.7%
$865,5250.0%$86.43
29
2024-Q3
Increased
8,426
+4.4%
$696,2400.0%$82.27
26

Other major holders of NULG: Bank of America Corp.

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