American Portfolios Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

American Portfolios Advisors’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
2022 Q3	$425K	Sell	13,776 -1,088	-7%	-$37.2K	0.02%	707
2022 Q2	$496K	Buy	14,864 +2,255	+18%	+$80.9K	0.02%	658
2022 Q1	$480K	Buy	12,609 +4,872	+63%	+$183K	0.02%	754
2021 Q4	$301K	Buy	7,737 +503	+7%	+$19.6K	0.01%	971
2021 Q3	$271K	Sell	7,234 -1,363	-16%	-$52.2K	0.01%	987
2021 Q2	$325K	Sell	8,597 -5,731	-40%	-$216K	0.01%	925
2021 Q1	$519K	Sell	14,328 -34	-0.2%	-$1.17K	0.02%	631
2020 Q4	$473K	Buy	+14,362	New	+$450K	0.02%	572

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Portfolios Advisors's NULV Position: Q3 2022 in Review

American Portfolios Advisors reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 7.3% in Q3 2022, selling an estimated $37.2K and leaving 13,776 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #707.

American Portfolios Advisors first reported a position in NULV in Q4 2020 and has held it in 8 quarters since. The position peaked at $519K in Q1 2021. 180 funds tracked by Wall St. Rank hold NULV as of Q3 2022.

American Portfolios Advisors held 13,776 shares of Nuveen ESG Large-Cap Value ETF worth $425K as of Q3 2022.
American Portfolios Advisors sold 1,088 Nuveen ESG Large-Cap Value ETF shares in Q3 2022, an estimated $37.2K.
Nuveen ESG Large-Cap Value ETF made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #707 holding.
American Portfolios Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2020 and has held it in 8 quarters since.
American Portfolios Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $519K in Q1 2021.
180 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.