Prism Advisors
NUDV icon

Prism Advisors’s Nuveen ESG Dividend ETF NUDV Stock Holding History

Prism Advisors’s Portfolio NUDV Stock Details NUDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$267K Hold
8,233
– – 0.07% 67
2026
Q2 		$268K Hold
8,233
– – 0.07% 63
2026
Q1 		$253K Hold
8,233
– – 0.07% 63
2025
Q4 		$245K Hold
8,233
– – 0.07% 64
2025
Q3 		$240K Hold
8,233
– – 0.06% 66
2025
Q2 		$233K Buy
+8,233
New +$225K 0.07% 63

Other funds holding NUDV

Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
CGC Financial Services
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Blueline Advisors
Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return
Quaker Wealth Management
Quaker Wealth Management Moorestown, New Jersey $341M AUM 9.06% 1-Year Est. Return
GoalVest Advisory
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Prism Advisors's NUDV Position: Q3 2026 in Review

Prism Advisors held its Nuveen ESG Dividend ETF (NUDV) position steady in Q3 2026 at 8,233 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #67.

Prism Advisors first reported a position in NUDV in Q2 2025 and has held it in 6 quarters since. The position peaked at $268K in Q2 2026. 11 funds tracked by Wall St. Rank hold NUDV as of Q3 2026.

  • Prism Advisors held 8,233 shares of Nuveen ESG Dividend ETF worth $267K as of Q3 2026.
  • Prism Advisors left its Nuveen ESG Dividend ETF share count unchanged in Q3 2026.
  • Nuveen ESG Dividend ETF made up 0.07% of Prism Advisors's portfolio in Q3 2026, its #67 holding.
  • Prism Advisors first reported a position in Nuveen ESG Dividend ETF in Q2 2025 and has held it in 6 quarters since.
  • Prism Advisors's Nuveen ESG Dividend ETF position peaked at $268K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Nuveen ESG Dividend ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.