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VisionPoint Advisory Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

VisionPoint Advisory Group’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
2025
Q1 		– Sell
-2,449
Closed -$96.2K – 275
2024
Q4 		$96.2K Hold
2,449
– – 0.03% 234
2024
Q3 		$102K Buy
2,449
+279
+13% +$11K 0.03% 223
2024
Q2 		$82K Buy
2,170
+19
+0.9% +$718 0.03% 226
2024
Q1 		$83.6K Buy
2,151
+4
+0.2% +$147 0.03% 222
2023
Q4 		$77.1K Buy
+2,147
New +$73.4K 0.03% 206
2023
Q3 		– Sell
-2,187
Closed -$75.8K – 786
2023
Q2 		$75.8K Buy
+2,187
New +$74K 0.03% 191

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

VisionPoint Advisory Group's NULV Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2025, closing a stake of 2,449 shares — an estimated $96.2K sold.

VisionPoint Advisory Group first reported a position in NULV in Q2 2023 and held it in 6 quarters. The position peaked at $102K in Q3 2024. 254 funds tracked by Wall St. Rank hold NULV as of Q1 2025.

  • VisionPoint Advisory Group reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 2,449 Nuveen ESG Large-Cap Value ETF shares in Q1 2025, an estimated $96.2K.
  • VisionPoint Advisory Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2023 and held it in 6 quarters.
  • VisionPoint Advisory Group's Nuveen ESG Large-Cap Value ETF position peaked at $102K in Q3 2024.
  • 254 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.