AG
NULV icon

Advisor Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Advisor Group’s Portfolio NULV Stock Details NULV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$60K Sell
1,824
-2,718
-60% -$86.9K ﹤0.01% 3302
2019
Q3 		$142K Buy
4,542
+829
+22% +$25.3K ﹤0.01% 2612
2019
Q2 		$112K Buy
3,713
+2,687
+262% +$79.7K ﹤0.01% 2774
2019
Q1 		$30K Buy
1,026
+793
+340% +$22.5K ﹤0.01% 3729
2018
Q4 		$6K Buy
233
+68
+41% +$1.96K ﹤0.01% 4442
2018
Q3 		$5K Buy
+165
New +$4.94K ﹤0.01% 4601

Other funds holding NULV

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Advisor Group's NULV Position: Q4 2019 in Review

Advisor Group reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 60% in Q4 2019, selling an estimated $86.9K and leaving 1,824 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #3302.

Advisor Group first reported a position in NULV in Q3 2018 and has held it in 6 quarters since. The position peaked at $142K in Q3 2019. 48 funds tracked by Wall St. Rank hold NULV as of Q4 2019.

  • Advisor Group held 1,824 shares of Nuveen ESG Large-Cap Value ETF worth $60K as of Q4 2019.
  • Advisor Group sold 2,718 Nuveen ESG Large-Cap Value ETF shares in Q4 2019, an estimated $86.9K.
  • Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3302 holding.
  • Advisor Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2018 and has held it in 6 quarters since.
  • Advisor Group's Nuveen ESG Large-Cap Value ETF position peaked at $142K in Q3 2019.
  • 48 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.