AG
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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 $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return