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Spire Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Spire Wealth Management’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
Q3 		– Sell
-79
Closed -$3K – 2471
2022
Q2 		$3K Buy
79
+1
+1% +$36 ﹤0.01% 2284
2022
Q1 		$3K Hold
78
– – ﹤0.01% 2338
2021
Q4 		$3K Buy
+78
New +$3.04K ﹤0.01% 2703

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.56T AUM 27.86% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Spire Wealth Management's NULV Position: Q3 2022 in Review

Spire Wealth Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q3 2022, closing a stake of 79 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in NULV in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2022. 180 funds tracked by Wall St. Rank hold NULV as of Q3 2022.

  • Spire Wealth Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 79 Nuveen ESG Large-Cap Value ETF shares in Q3 2022, an estimated $3K.
  • Spire Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2021 and held it in 3 quarters.
  • Spire Wealth Management's Nuveen ESG Large-Cap Value ETF position peaked at $3K in Q2 2022.
  • 180 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.