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

Operose 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
Q2 		– Sell
-11,711
Closed -$455K – 602
2024
Q1 		$455K Buy
11,711
+2,686
+30% +$98.6K 0.15% 92
2023
Q4 		$324K Buy
9,025
+4,637
+106% +$158K 0.13% 81
2023
Q3 		$147K Buy
4,388
+2,870
+189% +$100K 0.06% 168
2023
Q2 		$52.6K Buy
+1,518
New +$51.4K 0.02% 162

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Operose Advisors's NULV Position: Q2 2024 in Review

Operose Advisors sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2024, closing a stake of 11,711 shares — an estimated $455K sold.

Operose Advisors first reported a position in NULV in Q2 2023 and held it in 4 quarters. The position peaked at $455K in Q1 2024. 235 funds tracked by Wall St. Rank hold NULV as of Q2 2024.

  • Operose Advisors reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Operose Advisors sold 11,711 Nuveen ESG Large-Cap Value ETF shares in Q2 2024, an estimated $455K.
  • Operose Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2023 and held it in 4 quarters.
  • Operose Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $455K in Q1 2024.
  • 235 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2024.

Based on Operose Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.