Action Point Financial Planning’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Action Point Financial Planning’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	$41.7K	Buy	+835	New	+$41.3K	﹤0.01%	885

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

Action Point Financial Planning's NULV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026: 835 shares worth $41.7K. The stake represents ﹤0.01% of the portfolio and ranks #885 among its holdings.

279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Action Point Financial Planning held 835 shares of Nuveen ESG Large-Cap Value ETF worth $41.7K as of Q2 2026.
Nuveen ESG Large-Cap Value ETF was a new Action Point Financial Planning position in Q2 2026.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #885 holding.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

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