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Patriot Financial Group Insurance Agency’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Patriot Financial Group Insurance Agency’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
Q4 		– Sell
-5,073
Closed -$212K – 526
2024
Q3 		$212K Buy
+5,073
New +$201K 0.03% 453
2024
Q1 		– Sell
-5,956
Closed -$214K – 501
2023
Q4 		$214K Sell
5,956
-340
-5% -$11.6K 0.04% 414
2023
Q3 		$211K Hold
6,296
– – 0.04% 413
2023
Q2 		$218K Hold
6,296
– – 0.04% 414
2023
Q1 		$214K Hold
6,296
– – 0.04% 403
2022
Q4 		$216K Buy
+6,296
New +$215K 0.03% 381
2022
Q3 		– Sell
-6,294
Closed -$210K – 1419
2022
Q2 		$210K Hold
6,294
– – 0.04% 366
2022
Q1 		$239K Buy
6,294
+87
+1% +$3.27K 0.04% 382
2021
Q4 		$241K Buy
6,207
+2
+0% +$78 0.04% 408
2021
Q3 		$233K Sell
6,205
-339
-5% -$13K 0.04% 412
2021
Q2 		$247K Buy
6,544
+562
+9% +$21.2K 0.05% 383
2021
Q1 		$217K Sell
5,982
-503
-8% -$17.2K 0.05% 365
2020
Q4 		$214K Buy
6,485
+74
+1% +$2.32K 0.05% 335
2020
Q3 		$186K Hold
6,411
– – 0.06% 276
2020
Q2 		$179K Hold
6,411
– – 0.07% 253
2020
Q1 		$156K Buy
6,411
+3,763
+142% +$113K 0.07% 253
2019
Q4 		$87K Buy
2,648
+1,552
+142% +$49.6K 0.03% 365
2019
Q3 		$34K Buy
1,096
+603
+122% +$18.4K 0.02% 516
2019
Q2 		$15K Buy
+493
New +$14.6K 0.01% 723

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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NULV Position: Q4 2024 in Review

Patriot Financial Group Insurance Agency sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2024, closing a stake of 5,073 shares — an estimated $212K sold.

Patriot Financial Group Insurance Agency first reported a position in NULV in Q2 2019 and held it in 19 quarters. The position peaked at $247K in Q2 2021. 249 funds tracked by Wall St. Rank hold NULV as of Q4 2024.

  • Patriot Financial Group Insurance Agency reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5,073 Nuveen ESG Large-Cap Value ETF shares in Q4 2024, an estimated $212K.
  • Patriot Financial Group Insurance Agency first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2019 and held it in 19 quarters.
  • Patriot Financial Group Insurance Agency's Nuveen ESG Large-Cap Value ETF position peaked at $247K in Q2 2021.
  • 249 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2024, filed 22 Jan 2025.