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Pinnacle Private Wealth’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Pinnacle Private Wealth’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
Q2 		– Sell
-6,978
Closed -$265K – 302
2022
Q1 		$265K Buy
+6,978
New +$262K 0.08% 238

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Pinnacle Private Wealth's NULV Position: Q2 2022 in Review

Pinnacle Private Wealth sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2022, closing a stake of 6,978 shares — an estimated $265K sold.

Pinnacle Private Wealth first reported a position in NULV in Q1 2022 and held it in 1 quarter. The position peaked at $265K in Q1 2022. 183 funds tracked by Wall St. Rank hold NULV as of Q2 2022.

  • Pinnacle Private Wealth reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Private Wealth sold 6,978 Nuveen ESG Large-Cap Value ETF shares in Q2 2022, an estimated $265K.
  • Pinnacle Private Wealth first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2022 and held it in 1 quarter.
  • Pinnacle Private Wealth's Nuveen ESG Large-Cap Value ETF position peaked at $265K in Q1 2022.
  • 183 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.