GenWealth Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

GenWealth Group’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	–	Sell	-18,449	Closed	-$663K	–	71
2023 Q4	$663K	Sell	18,449 -251	-1%	-$8.57K	0.18%	48
2023 Q3	$628K	Buy	18,700 +864	+5%	+$30.2K	0.19%	46
2023 Q2	$618K	Buy	+17,836	New	+$603K	0.18%	47
2023 Q1	–	Sell	-17,276	Closed	-$592K	–	72
2022 Q4	$592K	Buy	+17,276	New	+$590K	0.19%	45
2022 Q2	–	Sell	-10,477	Closed	-$398K	–	68
2022 Q1	$398K	Buy	+10,477	New	+$394K	0.11%	50

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

GenWealth Group's NULV Position: Q1 2024 in Review

GenWealth Group sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2024, closing a stake of 18,449 shares — an estimated $663K sold.

GenWealth Group first reported a position in NULV in Q1 2022 and held it in 5 quarters. The position peaked at $663K in Q4 2023. 228 funds tracked by Wall St. Rank hold NULV as of Q1 2024.

GenWealth Group reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
GenWealth Group sold 18,449 Nuveen ESG Large-Cap Value ETF shares in Q1 2024, an estimated $663K.
GenWealth Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2022 and held it in 5 quarters.
GenWealth Group's Nuveen ESG Large-Cap Value ETF position peaked at $663K in Q4 2023.
228 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2024.

Based on GenWealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.