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Valeo Financial Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-150
Closed -$5K – 1362
2021
Q1 		$5K Buy
+150
New +$5.14K ﹤0.01% 1573

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Valeo Financial Advisors's NULV Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2021, closing a stake of 150 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in NULV in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 115 funds tracked by Wall St. Rank hold NULV as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 150 Nuveen ESG Large-Cap Value ETF shares in Q2 2021, an estimated $5K.
  • Valeo Financial Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $5K in Q1 2021.
  • 115 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.