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PFG Investments’s Nuveen ESG Dividend ETF NUDV Stock Holding History

PFG Investments’s Portfolio NUDV Stock Details NUDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-18,732
Closed -$434K – 523
2023
Q3 		$434K Buy
18,732
+2,214
+13% +$53.9K 0.08% 255
2023
Q2 		$399K Buy
+16,518
New +$388K 0.07% 309

Other funds holding NUDV

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFG Investments's NUDV Position: Q4 2023 in Review

PFG Investments sold out of Nuveen ESG Dividend ETF (NUDV) in Q4 2023, closing a stake of 18,732 shares — an estimated $434K sold.

PFG Investments first reported a position in NUDV in Q2 2023 and held it in 2 quarters. The position peaked at $434K in Q3 2023. 12 funds tracked by Wall St. Rank hold NUDV as of Q4 2023.

  • PFG Investments reported no remaining Nuveen ESG Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • PFG Investments sold 18,732 Nuveen ESG Dividend ETF shares in Q4 2023, an estimated $434K.
  • PFG Investments first reported a position in Nuveen ESG Dividend ETF in Q2 2023 and held it in 2 quarters.
  • PFG Investments's Nuveen ESG Dividend ETF position peaked at $434K in Q3 2023.
  • 12 funds tracked by Wall St. Rank held Nuveen ESG Dividend ETF as of Q4 2023.

Based on PFG Investments's 13F filing for Q4 2023, filed 17 Jan 2024.