Nations Financial Group
GVLU icon

Nations Financial Group’s Gotham 1000 Value ETF GVLU Stock Holding History

Nations Financial Group’s Portfolio GVLU Stock Details GVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-40,094
Closed -$946K – 679
2024
Q4 		$946K Buy
40,094
+13,914
+53% +$345K 0.07% 287
2024
Q3 		$649K Buy
+26,180
New +$623K 0.05% 379

Other funds holding GVLU

Gotham Asset Management
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Chemistry Wealth Management
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Centric Wealth Management
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Carolinas Wealth Consulting
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Nations Financial Group's GVLU Position: Q1 2025 in Review

Nations Financial Group sold out of Gotham 1000 Value ETF (GVLU) in Q1 2025, closing a stake of 40,094 shares — an estimated $946K sold.

Nations Financial Group first reported a position in GVLU in Q3 2024 and held it in 2 quarters. The position peaked at $946K in Q4 2024. 11 funds tracked by Wall St. Rank hold GVLU as of Q1 2025.

  • Nations Financial Group reported no remaining Gotham 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Nations Financial Group sold 40,094 Gotham 1000 Value ETF shares in Q1 2025, an estimated $946K.
  • Nations Financial Group first reported a position in Gotham 1000 Value ETF in Q3 2024 and held it in 2 quarters.
  • Nations Financial Group's Gotham 1000 Value ETF position peaked at $946K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Gotham 1000 Value ETF as of Q1 2025.

Based on Nations Financial Group's 13F filing for Q1 2025, filed 13 May 2025.