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Baker Avenue Asset Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Baker Avenue Asset Management’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
2023
Q2 		– Sell
-1,600
Closed -$54.5K – 1711
2023
Q1 		$54.5K Buy
+1,600
New +$55.1K ﹤0.01% 519

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LPL Financial
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Envestnet Asset Management
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Thrivent Financial for Lutherans
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Baker Avenue Asset Management's NULV Position: Q2 2023 in Review

Baker Avenue Asset Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2023, closing a stake of 1,600 shares — an estimated $54.5K sold.

Baker Avenue Asset Management first reported a position in NULV in Q1 2023 and held it in 1 quarter. The position peaked at $54.5K in Q1 2023. 202 funds tracked by Wall St. Rank hold NULV as of Q2 2023.

  • Baker Avenue Asset Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 1,600 Nuveen ESG Large-Cap Value ETF shares in Q2 2023, an estimated $54.5K.
  • Baker Avenue Asset Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's Nuveen ESG Large-Cap Value ETF position peaked at $54.5K in Q1 2023.
  • 202 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2023.

Based on Baker Avenue Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.