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

Cetera 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
2024
Q1 		$5.24M Buy
134,772
+126,003
+1,437% +$4.63M 0.04% 445
2023
Q4 		$315K Buy
8,769
+1,232
+16% +$42.1K ﹤0.01% 1393
2023
Q3 		$253K Buy
7,537
+87
+1% +$3.04K ﹤0.01% 1412
2023
Q2 		$258K Buy
+7,450
New +$252K ﹤0.01% 1378

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Advisors's NULV Position: Q1 2024 in Review

Cetera Advisors increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 1,437% in Q1 2024, buying an estimated $4.63M and bringing the position to 134,772 shares worth $5.24M. The position accounts for 0.04% of the portfolio, ranked #445.

Cetera Advisors first reported a position in NULV in Q2 2023 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold NULV as of Q1 2024.

  • Cetera Advisors held 134,772 shares of Nuveen ESG Large-Cap Value ETF worth $5.24M as of Q1 2024.
  • Cetera Advisors bought 126,003 Nuveen ESG Large-Cap Value ETF shares in Q1 2024, an estimated $4.63M.
  • Nuveen ESG Large-Cap Value ETF made up 0.04% of Cetera Advisors's portfolio in Q1 2024, its #445 holding.
  • Cetera Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2023 and has held it in 4 quarters since.
  • 227 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.