Householder Group Estate & Retirement Specialist’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-7,054	Closed	-$294K	–	968
2024 Q3	$294K	Buy	7,054 +218	+3%	+$8.63K	0.09%	191
2024 Q2	$258K	Buy	6,836 +210	+3%	+$7.93K	0.07%	210
2024 Q1	$257K	Buy	+6,626	New	+$243K	0.08%	209
2023 Q1	$57K	Buy	+1,680	New	+$57.9K	0.02%	417
2022 Q4	–	Sell	-2,738	Closed	-$84K	–	835
2022 Q3	$84K	Buy	+2,738	New	+$93.6K	0.03%	298

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 $1.65B AUM 16.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

Householder Group Estate & Retirement Specialist's NULV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2024, closing a stake of 7,054 shares — an estimated $294K sold.

Householder Group Estate & Retirement Specialist first reported a position in NULV in Q3 2022 and held it in 5 quarters. The position peaked at $294K in Q3 2024. 249 funds tracked by Wall St. Rank hold NULV as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 7,054 Nuveen ESG Large-Cap Value ETF shares in Q4 2024, an estimated $294K.
Householder Group Estate & Retirement Specialist first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2022 and held it in 5 quarters.
Householder Group Estate & Retirement Specialist's Nuveen ESG Large-Cap Value ETF position peaked at $294K in Q3 2024.
249 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.