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Stephens Inc’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Stephens Inc’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
Q1 		– Sell
-6,626
Closed -$258K – 1370
2021
Q4 		$258K Hold
6,626
– – ﹤0.01% 1103
2021
Q3 		$248K Hold
6,626
– – ﹤0.01% 1125
2021
Q2 		$250K Buy
6,626
+373
+6% +$14.1K ﹤0.01% 1120
2021
Q1 		$226K Buy
+6,253
New +$214K ﹤0.01% 1128

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stephens Inc's NULV Position: Q1 2022 in Review

Stephens Inc sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2022, closing a stake of 6,626 shares — an estimated $258K sold.

Stephens Inc first reported a position in NULV in Q1 2021 and held it in 4 quarters. The position peaked at $258K in Q4 2021. 161 funds tracked by Wall St. Rank hold NULV as of Q1 2022.

  • Stephens Inc reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Stephens Inc sold 6,626 Nuveen ESG Large-Cap Value ETF shares in Q1 2022, an estimated $258K.
  • Stephens Inc first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2021 and held it in 4 quarters.
  • Stephens Inc's Nuveen ESG Large-Cap Value ETF position peaked at $258K in Q4 2021.
  • 161 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2022.

Based on Stephens Inc's 13F filing for Q1 2022, filed 4 May 2022.