First Allied Advisory Services’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

First Allied Advisory Services’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
2020 Q3	$810K	Buy	27,859 +437	+2%	+$12.7K	0.03%	543
2020 Q2	$765K	Buy	27,422 +373	+1%	+$10K	0.03%	525
2020 Q1	$660K	Sell	27,049 -2,409	-8%	-$72.2K	0.03%	509
2019 Q4	$966K	Buy	29,458 +7,064	+32%	+$226K	0.03%	481
2019 Q3	$701K	Sell	22,394 -2,584	-10%	-$78.7K	0.02%	571
2019 Q2	$756K	Buy	24,978 +1,364	+6%	+$40.5K	0.03%	540
2019 Q1	$694K	Hold	23,614	–	–	0.02%	560
2018 Q4	$616K	Sell	23,614 -1,049	-4%	-$30.2K	0.02%	548
2018 Q3	$747K	Buy	24,663 +1,563	+7%	+$46.8K	0.03%	566
2018 Q2	$660K	Buy	23,100 +7,343	+47%	+$209K	0.02%	576
2018 Q1	$445K	Sell	15,757 -2,857	-15%	-$83K	0.02%	714
2017 Q4	$532K	Buy	18,614 +2,790	+18%	+$78.2K	0.02%	625
2017 Q3	$432K	Buy	+15,824	New	+$423K	0.02%	666

Other funds holding NULV

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Allied Advisory Services's NULV Position: Q3 2020 in Review

First Allied Advisory Services increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 1.6% in Q3 2020, buying an estimated $12.7K and bringing the position to 27,859 shares worth $810K. The position accounts for 0.03% of the portfolio, ranked #543.

First Allied Advisory Services first reported a position in NULV in Q3 2017 and has held it in 13 quarters since. The position peaked at $966K in Q4 2019. 64 funds tracked by Wall St. Rank hold NULV as of Q3 2020.

First Allied Advisory Services held 27,859 shares of Nuveen ESG Large-Cap Value ETF worth $810K as of Q3 2020.
First Allied Advisory Services bought 437 Nuveen ESG Large-Cap Value ETF shares in Q3 2020, an estimated $12.7K.
Nuveen ESG Large-Cap Value ETF made up 0.03% of First Allied Advisory Services's portfolio in Q3 2020, its #543 holding.
First Allied Advisory Services first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2017 and has held it in 13 quarters since.
First Allied Advisory Services's Nuveen ESG Large-Cap Value ETF position peaked at $966K in Q4 2019.
64 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.