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Lake Street Private Wealth’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Lake Street Private Wealth’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
Q3 		– Sell
-14,879
Closed -$562K – 301
2024
Q2 		$562K Sell
14,879
-78
-0.5% -$2.95K 0.07% 208
2024
Q1 		$581K Hold
14,957
– – 0.08% 211
2023
Q4 		$537K Sell
14,957
-2,189
-13% -$74.8K 0.08% 205
2023
Q3 		$580K Hold
17,146
– – 0.1% 174
2023
Q2 		$594K Hold
17,146
– – 0.1% 170
2023
Q1 		$584K Hold
17,146
– – 0.11% 168
2022
Q4 		$587K Buy
17,146
+90
+0.5% +$3.07K 0.12% 165
2022
Q3 		$527K Hold
17,056
– – 0.12% 160
2022
Q2 		$569K Hold
17,056
– – 0.12% 155
2022
Q1 		$649K Buy
17,056
+3,487
+26% +$131K 0.12% 164
2021
Q4 		$527K Buy
+13,569
New +$529K 0.09% 192

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
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return