Journey Strategic Wealth’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.11M	Buy	26,400 +498	+2%	+$20.9K	0.04%	153
2025 Q1	$1.05M	Buy	25,902 +1,381	+6%	+$55.9K	0.04%	130
2024 Q4	$965K	Buy	24,521 +8,240	+51%	+$324K	0.04%	129
2024 Q3	$679K	Buy	16,281 +6,063	+59%	+$253K	0.02%	173
2024 Q2	$386K	Buy	+10,218	New	+$386K	0.02%	203