Financial Advocates Investment Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Financial Advocates Investment Management’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
2025 Q1	–	Sell	-5,829	Closed	-$229K	–	773
2024 Q4	$229K	Buy	5,829 +61	+1%	+$2.53K	0.01%	670
2024 Q3	$241K	Buy	5,768 +121	+2%	+$4.79K	0.01%	669
2024 Q2	$213K	Hold	5,647	–	–	0.01%	660
2024 Q1	$219K	Buy	+5,647	New	+$207K	0.01%	694
2023 Q3	–	Sell	-6,462	Closed	-$224K	–	727
2023 Q2	$224K	Hold	6,462	–	–	0.02%	613
2023 Q1	$220K	Buy	6,462 +10	+0.2%	+$345	0.02%	656
2022 Q4	$221K	Buy	+6,452	New	+$220K	0.02%	655

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Financial Advocates Investment Management's NULV Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2025, closing a stake of 5,829 shares — an estimated $229K sold.

Financial Advocates Investment Management first reported a position in NULV in Q4 2022 and held it in 7 quarters. The position peaked at $241K in Q3 2024. 254 funds tracked by Wall St. Rank hold NULV as of Q1 2025.

Financial Advocates Investment Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 5,829 Nuveen ESG Large-Cap Value ETF shares in Q1 2025, an estimated $229K.
Financial Advocates Investment Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2022 and held it in 7 quarters.
Financial Advocates Investment Management's Nuveen ESG Large-Cap Value ETF position peaked at $241K in Q3 2024.
254 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.