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Burt Wealth Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Burt Wealth 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
2021
Q1 		– Sell
-196
Closed -$6K – 266
2020
Q4 		$6K Hold
196
– – ﹤0.01% 305
2020
Q3 		$6K Buy
+196
New +$5.71K ﹤0.01% 304

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Burt Wealth Advisors's NULV Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2021, closing a stake of 196 shares — an estimated $6K sold.

Burt Wealth Advisors first reported a position in NULV in Q3 2020 and held it in 2 quarters. The position peaked at $6K in Q4 2020. 105 funds tracked by Wall St. Rank hold NULV as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 196 Nuveen ESG Large-Cap Value ETF shares in Q1 2021, an estimated $6K.
  • Burt Wealth Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2020 and held it in 2 quarters.
  • Burt Wealth Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $6K in Q4 2020.
  • 105 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.