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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

AE Wealth Management's NULV Position: Q1 2026 in Review

AE Wealth Management opened a new position in Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2026: 3,277 shares worth $149K. The stake represents ﹤0.01% of the portfolio and ranks #1676 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in NULV as recently as Q2 2025.

AE Wealth Management first reported a position in NULV in Q4 2024 and has held it in 4 quarters since. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

  • AE Wealth Management held 3,277 shares of Nuveen ESG Large-Cap Value ETF worth $149K as of Q1 2026.
  • Nuveen ESG Large-Cap Value ETF was a new AE Wealth Management position in Q1 2026.
  • Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1676 holding.
  • AE Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2024 and has held it in 4 quarters since.
  • 278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.