PAM
NULV icon

Peak Asset Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Peak Asset Management’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
2022
Q3 		– Sell
-6,086
Closed -$203K – 144
2022
Q2 		$203K Buy
6,086
+360
+6% +$12.9K 0.06% 131
2022
Q1 		$218K Sell
5,726
-234
-4% -$8.79K 0.05% 130
2021
Q4 		$232K Buy
+5,960
New +$232K 0.05% 131

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $59.5B AUM 35.96% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Peak Asset Management's NULV Position: Q3 2022 in Review

Peak Asset Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q3 2022, closing a stake of 6,086 shares — an estimated $203K sold.

Peak Asset Management first reported a position in NULV in Q4 2021 and held it in 3 quarters. The position peaked at $232K in Q4 2021. 180 funds tracked by Wall St. Rank hold NULV as of Q3 2022.

  • Peak Asset Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Peak Asset Management sold 6,086 Nuveen ESG Large-Cap Value ETF shares in Q3 2022, an estimated $203K.
  • Peak Asset Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2021 and held it in 3 quarters.
  • Peak Asset Management's Nuveen ESG Large-Cap Value ETF position peaked at $232K in Q4 2021.
  • 180 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2022.

Based on Peak Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.