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Buckingham Strategic Wealth’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$718K Buy
19,004
+7,161
+60% +$271K 0.01% 396
2024
Q1 		$460K Buy
11,843
+2,036
+21% +$74.8K ﹤0.01% 484
2023
Q4 		$352K Buy
+9,807
New +$335K ﹤0.01% 526
2022
Q2 		– Sell
-23,298
Closed -$886K – 635
2022
Q1 		$886K Buy
+23,298
New +$875K 0.02% 269

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Buckingham Strategic Wealth's NULV Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 60% in Q2 2024, buying an estimated $271K and bringing the position to 19,004 shares worth $718K. The position accounts for 0.01% of the portfolio, ranked #396.

Buckingham Strategic Wealth first reported a position in NULV in Q1 2022 and has held it in 4 quarters since. The position peaked at $886K in Q1 2022. 235 funds tracked by Wall St. Rank hold NULV as of Q2 2024.

  • Buckingham Strategic Wealth held 19,004 shares of Nuveen ESG Large-Cap Value ETF worth $718K as of Q2 2024.
  • Buckingham Strategic Wealth bought 7,161 Nuveen ESG Large-Cap Value ETF shares in Q2 2024, an estimated $271K.
  • Nuveen ESG Large-Cap Value ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #396 holding.
  • Buckingham Strategic Wealth first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2022 and has held it in 4 quarters since.
  • Buckingham Strategic Wealth's Nuveen ESG Large-Cap Value ETF position peaked at $886K in Q1 2022.
  • 235 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.