AE Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

AE Wealth Management’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	$157K	Sell	3,145 -132	-4%	-$6.52K	﹤0.01%	1787
2026 Q1	$149K	Buy	+3,277	New	+$153K	﹤0.01%	1676
2025 Q3	–	Sell	-536	Closed	-$22.5K	–	2342
2025 Q2	$22.5K	Hold	536	–	–	﹤0.01%	1743
2025 Q1	$21.7K	Sell	536 -636	-54%	-$25.8K	﹤0.01%	1728
2024 Q4	$46.1K	Buy	+1,172	New	+$48.7K	﹤0.01%	1573

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 22.9% 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

AE Wealth Management's NULV Position: Q2 2026 in Review

AE Wealth Management reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 4% in Q2 2026, selling an estimated $6.52K and leaving 3,145 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

AE Wealth Management first reported a position in NULV in Q4 2024 and has held it in 5 quarters since. 280 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

AE Wealth Management held 3,145 shares of Nuveen ESG Large-Cap Value ETF worth $157K as of Q2 2026.
AE Wealth Management sold 132 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $6.52K.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1787 holding.
AE Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
280 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.