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SFS
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
–
1989
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
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$94.2B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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