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

Abound Financial’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	$663K	Buy	13,256 +1,420	+12%	+$70.2K	0.26%	34
2026 Q1	$539K	Sell	11,836 -2,577	-18%	-$120K	0.24%	36
2025 Q4	$649K	Sell	14,413 -1,442	-9%	-$64.4K	0.25%	38
2025 Q3	$695K	Sell	15,855 -62	-0.4%	-$2.65K	0.28%	37
2025 Q2	$667K	Buy	15,917 +886	+6%	+$35.3K	0.29%	33
2025 Q1	$609K	Sell	15,031 -3,616	-19%	-$147K	0.31%	34
2024 Q4	$734K	Buy	+18,647	New	+$774K	0.37%	36

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

Abound Financial's NULV Position: Q2 2026 in Review

Abound Financial increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 12% in Q2 2026, buying an estimated $70.2K and bringing the position to 13,256 shares worth $663K. The position accounts for 0.26% of the portfolio, ranked #34.

Abound Financial first reported a position in NULV in Q4 2024 and has held it in 7 quarters since. The position peaked at $734K in Q4 2024. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Abound Financial held 13,256 shares of Nuveen ESG Large-Cap Value ETF worth $663K as of Q2 2026.
Abound Financial bought 1,420 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $70.2K.
Nuveen ESG Large-Cap Value ETF made up 0.26% of Abound Financial's portfolio in Q2 2026, its #34 holding.
Abound Financial first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Abound Financial's Nuveen ESG Large-Cap Value ETF position peaked at $734K in Q4 2024.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.