U.S. Capital Wealth Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q1	–	Sell	-1,240	Closed	-$42.5K	–	1215
2022 Q4	$42.5K	Buy	+1,240	New	+$42.3K	﹤0.01%	920

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

U.S. Capital Wealth Advisors's NULV Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2023, closing a stake of 1,240 shares — an estimated $42.5K sold.

U.S. Capital Wealth Advisors first reported a position in NULV in Q4 2022 and held it in 1 quarter. The position peaked at $42.5K in Q4 2022. 197 funds tracked by Wall St. Rank hold NULV as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 1,240 Nuveen ESG Large-Cap Value ETF shares in Q1 2023, an estimated $42.5K.
U.S. Capital Wealth Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $42.5K in Q4 2022.
197 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.