Abacus Planning Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Abacus Planning 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
2026 Q2	–	Sell	-4,589	Closed	-$209K	–	275
2026 Q1	$209K	Hold	4,589	–	–	0.03%	249
2025 Q4	$207K	Hold	4,589	–	–	0.03%	249
2025 Q3	$201K	Buy	+4,589	New	+$196K	0.03%	243

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Abacus Planning Group's NULV Position: Q2 2026 in Review

Abacus Planning Group sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026, closing a stake of 4,589 shares — an estimated $209K sold.

Abacus Planning Group first reported a position in NULV in Q3 2025 and held it in 3 quarters. The position peaked at $209K in Q1 2026. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Abacus Planning Group reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Abacus Planning Group sold 4,589 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $209K.
Abacus Planning Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2025 and held it in 3 quarters.
Abacus Planning Group's Nuveen ESG Large-Cap Value ETF position peaked at $209K in Q1 2026.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.