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

Private Ocean’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
2023
Q1 		– Sell
-3,198
Closed -$110K – 647
2022
Q4 		$110K Buy
+3,198
New +$109K 0.01% 158

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Private Ocean's NULV Position: Q1 2023 in Review

Private Ocean sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2023, closing a stake of 3,198 shares — an estimated $110K sold.

Private Ocean first reported a position in NULV in Q4 2022 and held it in 1 quarter. The position peaked at $110K in Q4 2022. 197 funds tracked by Wall St. Rank hold NULV as of Q1 2023.

  • Private Ocean reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Private Ocean sold 3,198 Nuveen ESG Large-Cap Value ETF shares in Q1 2023, an estimated $110K.
  • Private Ocean first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • Private Ocean's Nuveen ESG Large-Cap Value ETF position peaked at $110K in Q4 2022.
  • 197 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2023.

Based on Private Ocean's 13F filing for Q1 2023, filed 21 Apr 2023.