Clarity Asset Management’s Nuveen ESG Dividend ETF NUDV Stock Holding History

Clarity Asset Management’s Portfolio NUDV Stock Details NUDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,229	Closed	-$88.2K	–	203
2024 Q1	$88.2K	Sell	3,229 -1	-0%	-$26	0.06%	53
2023 Q4	$83K	Buy	+3,230	New	+$76.8K	0.07%	52

Other funds holding NUDV

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return

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

Clarity Asset Management's NUDV Position: Q2 2024 in Review

Clarity Asset Management sold out of Nuveen ESG Dividend ETF (NUDV) in Q2 2024, closing a stake of 3,229 shares — an estimated $88.2K sold.

Clarity Asset Management first reported a position in NUDV in Q4 2023 and held it in 2 quarters. The position peaked at $88.2K in Q1 2024. 7 funds tracked by Wall St. Rank hold NUDV as of Q2 2024.

Clarity Asset Management reported no remaining Nuveen ESG Dividend ETF position as of Q2 2024 after selling out during the quarter.
Clarity Asset Management sold 3,229 Nuveen ESG Dividend ETF shares in Q2 2024, an estimated $88.2K.
Clarity Asset Management first reported a position in Nuveen ESG Dividend ETF in Q4 2023 and held it in 2 quarters.
Clarity Asset Management's Nuveen ESG Dividend ETF position peaked at $88.2K in Q1 2024.
7 funds tracked by Wall St. Rank held Nuveen ESG Dividend ETF as of Q2 2024.

Based on Clarity Asset Management's 13F filing for Q2 2024, filed 15 Aug 2024.