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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
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

CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
BA
Blueline Advisors Exeter, New Hampshire $144M AUM
QWM
Quaker Wealth Management Moorestown, New Jersey $344M AUM 15.21% 1-Year Est. Return

Prism Advisors's NUDV Position: Q2 2026 in Review

Prism Advisors held its Nuveen ESG Dividend ETF (NUDV) position steady in Q2 2026 at 8,233 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #63.

Prism Advisors first reported a position in NUDV in Q2 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold NUDV as of Q2 2026.

  • Prism Advisors held 8,233 shares of Nuveen ESG Dividend ETF worth $268K as of Q2 2026.
  • Prism Advisors left its Nuveen ESG Dividend ETF share count unchanged in Q2 2026.
  • Nuveen ESG Dividend ETF made up 0.07% of Prism Advisors's portfolio in Q2 2026, its #63 holding.
  • Prism Advisors first reported a position in Nuveen ESG Dividend ETF in Q2 2025 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held Nuveen ESG Dividend ETF as of Q2 2026.

Based on Prism Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.