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Advisornet Financial’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Advisornet Financial’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
2024
Q4 		– Sell
-17,764
Closed -$741K – 2171
2024
Q3 		$741K Hold
17,764
– – 0.06% 263
2024
Q2 		$671K Sell
17,764
-729
-4% -$27.5K 0.06% 255
2024
Q1 		$719K Sell
18,493
-2,492
-12% -$91.5K 0.07% 250
2023
Q4 		$754K Sell
20,985
-75
-0.4% -$2.56K 0.07% 259
2023
Q3 		$707K Sell
21,060
-53
-0.3% -$1.85K 0.06% 255
2023
Q2 		$732K Sell
21,113
-385
-2% -$13K 0.06% 250
2023
Q1 		$732K Sell
21,498
-646
-3% -$22.3K 0.07% 249
2022
Q4 		$758K Sell
22,144
-1,916
-8% -$65.4K 0.07% 242
2022
Q3 		$743K Buy
24,060
+10,815
+82% +$370K 0.07% 253
2022
Q2 		$442K Buy
13,245
+422
+3% +$15.1K 0.04% 334
2022
Q1 		$488K Sell
12,823
-1,270
-9% -$47.7K 0.03% 372
2021
Q4 		$548K Buy
14,093
+813
+6% +$31.7K 0.03% 383
2021
Q3 		$498K Sell
13,280
-9
-0.1% -$345 0.03% 367
2021
Q2 		$502K Buy
13,289
+405
+3% +$15.3K 0.03% 381
2021
Q1 		$466K Sell
12,884
-17
-0.1% -$583 0.03% 378
2020
Q4 		$425K Buy
12,901
+659
+5% +$20.6K 0.03% 369
2020
Q3 		$356K Buy
12,242
+2,315
+23% +$67.4K 0.03% 392
2020
Q2 		$277K Buy
9,927
+1,513
+18% +$40.8K 0.02% 439
2020
Q1 		$205K Sell
8,414
-1,401
-14% -$42K 0.02% 461
2019
Q4 		$322K Hold
9,815
– – 0.03% 410
2019
Q3 		$307K Buy
9,815
+8,315
+554% +$253K 0.03% 417
2019
Q2 		$45K Hold
1,500
– – 0.01% 835
2019
Q1 		$44K Buy
+1,500
New +$42.5K 0.01% 771

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisornet Financial's NULV Position: Q4 2024 in Review

Advisornet Financial sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2024, closing a stake of 17,764 shares — an estimated $741K sold.

Advisornet Financial first reported a position in NULV in Q1 2019 and held it in 23 quarters. The position peaked at $758K in Q4 2022. 251 funds tracked by Wall St. Rank hold NULV as of Q4 2024.

  • Advisornet Financial reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 17,764 Nuveen ESG Large-Cap Value ETF shares in Q4 2024, an estimated $741K.
  • Advisornet Financial first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2019 and held it in 23 quarters.
  • Advisornet Financial's Nuveen ESG Large-Cap Value ETF position peaked at $758K in Q4 2022.
  • 251 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.