Harvest Group Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Harvest Group Wealth 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
2023 Q1	$1.03M	Sell	30,199 -2,562	-8%	-$88.3K	0.64%	26
2022 Q4	$1.12M	Sell	32,761 -368	-1%	-$12.6K	0.74%	24
2022 Q3	$1.07M	Sell	33,129 -703	-2%	-$24K	0.71%	25
2022 Q2	$1.18M	Buy	33,832 +343	+1%	+$12.3K	0.73%	24
2022 Q1	$1.27M	Buy	+33,489	New	+$1.26M	0.72%	25

Other funds holding NULV

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Harvest Group Wealth Management's NULV Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 7.8% in Q1 2023, selling an estimated $88.3K and leaving 30,199 shares worth $1.03M. The position accounts for 0.64% of the portfolio, ranked #26.

Harvest Group Wealth Management first reported a position in NULV in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.27M in Q1 2022. 197 funds tracked by Wall St. Rank hold NULV as of Q1 2023.

Harvest Group Wealth Management held 30,199 shares of Nuveen ESG Large-Cap Value ETF worth $1.03M as of Q1 2023.
Harvest Group Wealth Management sold 2,562 Nuveen ESG Large-Cap Value ETF shares in Q1 2023, an estimated $88.3K.
Nuveen ESG Large-Cap Value ETF made up 0.64% of Harvest Group Wealth Management's portfolio in Q1 2023, its #26 holding.
Harvest Group Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2022 and has held it in 5 quarters since.
Harvest Group Wealth Management's Nuveen ESG Large-Cap Value ETF position peaked at $1.27M in Q1 2022.
197 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.