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HTLF Bank’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

HTLF Bank’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 		$788K Hold
20,026
– – 0.09% 97
2024
Q3 		$835K Buy
20,026
+1,631
+9% +$64.6K 0.09% 95
2024
Q2 		$695K Buy
18,395
+2,305
+14% +$87.1K 0.08% 111
2024
Q1 		$625K Buy
16,090
+3,406
+27% +$125K 0.07% 124
2023
Q4 		$455K Buy
+12,684
New +$433K 0.05% 137

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HTLF Bank's NULV Position: Q4 2024 in Review

HTLF Bank held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q4 2024 at 20,026 shares worth $788K. The position accounts for 0.09% of the portfolio, ranked #97.

HTLF Bank first reported a position in NULV in Q4 2023 and has held it in 5 quarters since. The position peaked at $835K in Q3 2024. 249 funds tracked by Wall St. Rank hold NULV as of Q4 2024.

  • HTLF Bank held 20,026 shares of Nuveen ESG Large-Cap Value ETF worth $788K as of Q4 2024.
  • HTLF Bank left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q4 2024.
  • Nuveen ESG Large-Cap Value ETF made up 0.09% of HTLF Bank's portfolio in Q4 2024, its #97 holding.
  • HTLF Bank first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and has held it in 5 quarters since.
  • HTLF Bank's Nuveen ESG Large-Cap Value ETF position peaked at $835K in Q3 2024.
  • 249 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.