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Bucket List Wealth Management, LLC → NI

Bucket List Wealth Management, LLC NI Position History

NiSource Inc. • Utilities

Quarters held
3
Latest value
$4M
Q3 2026
Peak value
$4.2M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$3.2M
Q2 2026$4.2M
Q3 2026$4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4M39.0K——
Q2 2026$4.2M36.3K——
Q1 2026$3.2M23.7K——

Other funds holding NI

Other Bucket List Wealth Management, LLC positions

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VANGUARD INDEX FDS

$29M
PPT

PUTNAM ETF TRUST

$28.5M
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VANGUARD INDEX FDS

$27.7M
PPT

PUTNAM ETF TRUST

$26.7M
VGES

VANGUARD INDEX FDS

$22.9M
VGES

VANGUARD INDEX FDS

$22.4M
STT-PG

SPDR SERIES TRUST

$20M
ETHA

INVESCO EXCH TRADED FD TR II

$17.8M