Sowell Financial Services’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-7,399	Closed	-$283K	–	1988
2021 Q1	$283K	Sell	7,399 -1,494	-17%	-$51.2K	0.01%	871
2020 Q4	$293K	Sell	8,893 -2,347	-21%	-$73.5K	0.01%	707
2020 Q3	$327K	Buy	11,240 +337	+3%	+$9.81K	0.02%	584
2020 Q2	$304K	Sell	10,903 -4,716	-30%	-$127K	0.02%	593
2020 Q1	$381K	Buy	15,619 +1,991	+15%	+$59.7K	0.03%	477
2019 Q4	$447K	Buy	13,628 +6,493	+91%	+$208K	0.03%	481
2019 Q3	$223K	Buy	+7,135	New	+$217K	0.02%	606

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Sowell Financial Services's NULV Position: Q2 2021 in Review

Sowell Financial Services sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2021, closing a stake of 7,399 shares — an estimated $283K sold.

Sowell Financial Services first reported a position in NULV in Q3 2019 and held it in 7 quarters. The position peaked at $447K in Q4 2019. 115 funds tracked by Wall St. Rank hold NULV as of Q2 2021.

Sowell Financial Services reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 7,399 Nuveen ESG Large-Cap Value ETF shares in Q2 2021, an estimated $283K.
Sowell Financial Services first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Nuveen ESG Large-Cap Value ETF position peaked at $447K in Q4 2019.
115 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.