AA
NULV icon

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

Addison 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
2026
Q2 		$597K Sell
11,947
-20,140
-63% -$995K 0.28% 63
2026
Q1 		$1.46M Buy
32,087
+5,063
+19% +$236K 0.32% 63
2025
Q4 		$1.22M Sell
27,024
-2,698
-9% -$121K 0.27% 73
2025
Q3 		$1.3M Sell
29,722
-2,407
-7% -$103K 0.3% 69
2025
Q2 		$1.35M Buy
32,129
+25
+0.1% +$995 0.34% 65
2025
Q1 		$1.3M Sell
32,104
-632
-2% -$25.6K 0.35% 57
2024
Q4 		$1.29M Sell
32,736
-140
-0.4% -$5.81K 0.36% 58
2024
Q3 		$1.37M Buy
32,876
+6,195
+23% +$245K 0.38% 56
2024
Q2 		$1.01M Buy
26,681
+6,875
+35% +$260K 0.33% 63
2024
Q1 		$770K Buy
19,806
+1,260
+7% +$46.3K 0.26% 72
2023
Q4 		$666K Sell
18,546
-2,300
-11% -$78.6K 0.26% 72
2023
Q3 		$700K Sell
20,846
-150
-0.7% -$5.24K 0.33% 64
2023
Q2 		$728K Buy
20,996
+1,335
+7% +$45.2K 0.36% 59
2023
Q1 		$670K Buy
19,661
+1,635
+9% +$56.3K 0.38% 60
2022
Q4 		$617K Buy
18,026
+135
+0.8% +$4.61K 0.37% 57
2022
Q3 		$552K Buy
17,891
+3,650
+26% +$125K 0.34% 58
2022
Q2 		$475K Sell
14,241
-9,615
-40% -$345K 0.29% 70
2022
Q1 		$907K Buy
23,856
+2,266
+10% +$85.2K 0.5% 43
2021
Q4 		$839K Hold
21,590
– – 0.52% 40
2021
Q3 		$809K Buy
21,590
+5,250
+32% +$201K 0.65% 34
2021
Q2 		$617K Buy
+16,340
New +$615K 0.5% 37
2020
Q4 		$164K Buy
+4,970
New +$156K 0.16% 91

Other funds holding NULV

Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
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

Addison Advisors's NULV Position: Q2 2026 in Review

Addison Advisors reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 63% in Q2 2026, selling an estimated $995K and leaving 11,947 shares worth $597K. The position accounts for 0.28% of the portfolio, ranked #63.

Addison Advisors first reported a position in NULV in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.46M in Q1 2026. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Addison Advisors held 11,947 shares of Nuveen ESG Large-Cap Value ETF worth $597K as of Q2 2026.
  • Addison Advisors sold 20,140 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $995K.
  • Nuveen ESG Large-Cap Value ETF made up 0.28% of Addison Advisors's portfolio in Q2 2026, its #63 holding.
  • Addison Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Addison Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $1.46M in Q1 2026.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.