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Opal Wealth Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Opal Wealth Advisors’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
-85
Closed -$3.21K – 860
2024
Q2 		$3.21K Buy
+85
New +$3.21K ﹤0.01% 875
2023
Q3 		– Sell
-27,946
Closed -$968K – 156
2023
Q2 		$968K Buy
27,946
+905
+3% +$30.6K 0.48% 23
2023
Q1 		$921K Buy
27,041
+161
+0.6% +$5.55K 0.54% 21
2022
Q4 		$920K Buy
26,880
+23
+0.1% +$785 0.51% 29
2022
Q3 		$829K Buy
+26,857
New +$918K 0.61% 22

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

Opal Wealth Advisors's NULV Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q3 2024, closing a stake of 85 shares — an estimated $3.21K sold.

Opal Wealth Advisors first reported a position in NULV in Q3 2022 and held it in 5 quarters. The position peaked at $968K in Q2 2023. 240 funds tracked by Wall St. Rank hold NULV as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 85 Nuveen ESG Large-Cap Value ETF shares in Q3 2024, an estimated $3.21K.
  • Opal Wealth Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2022 and held it in 5 quarters.
  • Opal Wealth Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $968K in Q2 2023.
  • 240 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.