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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

GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 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.