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Dynamic Advisor Solutions’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Dynamic Advisor Solutions’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
Q4 		– Sell
-14,615
Closed -$491K – 928
2023
Q3 		$491K Sell
14,615
-20,977
-59% -$733K 0.02% 525
2023
Q2 		$1.23M Buy
+35,592
New +$1.2M 0.06% 296

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Dynamic Advisor Solutions's NULV Position: Q4 2023 in Review

Dynamic Advisor Solutions sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2023, closing a stake of 14,615 shares — an estimated $491K sold.

Dynamic Advisor Solutions first reported a position in NULV in Q2 2023 and held it in 2 quarters. The position peaked at $1.23M in Q2 2023. 221 funds tracked by Wall St. Rank hold NULV as of Q4 2023.

  • Dynamic Advisor Solutions reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 14,615 Nuveen ESG Large-Cap Value ETF shares in Q4 2023, an estimated $491K.
  • Dynamic Advisor Solutions first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2023 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Nuveen ESG Large-Cap Value ETF position peaked at $1.23M in Q2 2023.
  • 221 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2023, filed 10 Jan 2024.