Stratos Wealth Partners’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$303K Sell
7,222
-425
-6% -$17.8K ﹤0.01% 1135
2025
Q1
$310K Buy
7,647
+31
+0.4% +$1.26K ﹤0.01% 1078
2024
Q4
$300K Buy
7,616
+391
+5% +$15.4K ﹤0.01% 1148
2024
Q3
$301K Sell
7,225
-100
-1% -$4.17K ﹤0.01% 1147
2024
Q2
$277K Hold
7,325
﹤0.01% 1118
2024
Q1
$285K Buy
7,325
+33
+0.5% +$1.28K ﹤0.01% 1127
2023
Q4
$262K Sell
7,292
-117
-2% -$4.2K ﹤0.01% 1143
2023
Q3
$249K Buy
+7,409
New +$249K 0.01% 1090
2018
Q4
Sell
-1,075
Closed -$33K 1928
2018
Q3
$33K Buy
+1,075
New +$33K ﹤0.01% 1649