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NULV icon

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

Allworth 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 		$9.57M Buy
191,358
+7,168
+4% +$354K 0.04% 240
2026
Q1 		$8.38M Sell
184,190
-1,519
-0.8% -$70.9K 0.03% 277
2025
Q4 		$8.37M Sell
185,709
-1,896
-1% -$84.7K 0.03% 267
2025
Q3 		$8.22M Buy
187,605
+9,491
+5% +$405K 0.04% 237
2025
Q2 		$7.47M Buy
178,114
+777
+0.4% +$30.9K 0.04% 248
2025
Q1 		$6.87M Sell
177,337
-675
-0.4% -$27.4K 0.04% 229
2024
Q4 		$7.26M Buy
178,012
+2,320
+1% +$96.3K 0.04% 212
2024
Q3 		$7.33M Buy
175,692
+2,586
+1% +$102K 0.04% 171
2024
Q2 		$6.77M Buy
173,106
+9,637
+6% +$364K 0.04% 180
2024
Q1 		$6.35M Buy
163,469
+11,141
+7% +$409K 0.04% 166
2023
Q4 		$5.47M Sell
152,328
-11,152
-7% -$381K 0.04% 180
2023
Q3 		$5.49M Buy
163,480
+48,977
+43% +$1.71M 0.05% 163
2023
Q2 		$3.97M Buy
114,503
+19,377
+20% +$656K 0.03% 196
2023
Q1 		$3.24M Buy
95,126
+17,180
+22% +$592K 0.03% 204
2022
Q4 		$2.67M Sell
77,946
-1,094
-1% -$37.4K 0.03% 208
2022
Q3 		$2.44M Buy
79,040
+21,954
+38% +$750K 0.03% 208
2022
Q2 		$1.91M Buy
57,086
+10,524
+23% +$378K 0.03% 223
2022
Q1 		$1.77M Buy
46,562
+20,606
+79% +$774K 0.02% 233
2021
Q4 		$1.01M Buy
25,956
+24,395
+1,563% +$952K 0.01% 283
2021
Q3 		$59K Buy
+1,561
New +$59.8K ﹤0.01% 743

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

Allworth Financial's NULV Position: Q2 2026 in Review

Allworth Financial increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 3.9% in Q2 2026, buying an estimated $354K and bringing the position to 191,358 shares worth $9.57M. The position accounts for 0.04% of the portfolio, ranked #240.

Allworth Financial first reported a position in NULV in Q3 2021 and has held it in 20 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Allworth Financial held 191,358 shares of Nuveen ESG Large-Cap Value ETF worth $9.57M as of Q2 2026.
  • Allworth Financial bought 7,168 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $354K.
  • Nuveen ESG Large-Cap Value ETF made up 0.04% of Allworth Financial's portfolio in Q2 2026, its #240 holding.
  • Allworth Financial first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.