Ladenburg Thalmann Financial Services’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$393K	Buy	12,008 +2,382	+25%	+$76.2K	﹤0.01%	2014
2019 Q3	$301K	Buy	9,626 +1,733	+22%	+$52.8K	﹤0.01%	2169
2019 Q2	$239K	Buy	7,893 +568	+8%	+$16.8K	﹤0.01%	2344
2019 Q1	$214K	Buy	7,325 +377	+5%	+$10.7K	﹤0.01%	2346
2018 Q4	$182K	Hold	6,948	–	–	﹤0.01%	2299
2018 Q3	$210K	Buy	+6,948	New	+$208K	﹤0.01%	2275

Other funds holding NULV

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Ladenburg Thalmann Financial Services's NULV Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 25% in Q4 2019, buying an estimated $76.2K and bringing the position to 12,008 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #2014.

Ladenburg Thalmann Financial Services first reported a position in NULV in Q3 2018 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold NULV as of Q4 2019.

Ladenburg Thalmann Financial Services held 12,008 shares of Nuveen ESG Large-Cap Value ETF worth $393K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 2,382 Nuveen ESG Large-Cap Value ETF shares in Q4 2019, an estimated $76.2K.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2014 holding.
Ladenburg Thalmann Financial Services first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2018 and has held it in 6 quarters since.
48 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.