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

Kingsview 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
Q2 		– Sell
-28,718
Closed -$978K – 958
2023
Q1 		$978K Buy
+28,718
New +$990K 0.04% 407

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kingsview Wealth Management's NULV Position: Q2 2023 in Review

Kingsview Wealth Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2023, closing a stake of 28,718 shares — an estimated $978K sold.

Kingsview Wealth Management first reported a position in NULV in Q1 2023 and held it in 1 quarter. The position peaked at $978K in Q1 2023. 202 funds tracked by Wall St. Rank hold NULV as of Q2 2023.

  • Kingsview Wealth Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 28,718 Nuveen ESG Large-Cap Value ETF shares in Q2 2023, an estimated $978K.
  • Kingsview Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's Nuveen ESG Large-Cap Value ETF position peaked at $978K in Q1 2023.
  • 202 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2023.

Based on Kingsview Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.