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Ashton Thomas Private Wealth’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Ashton Thomas Private Wealth’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 		$201K Sell
4,018
-2,070
-34% -$102K ﹤0.01% 1151
2026
Q1 		$277K Buy
6,088
+17
+0.3% +$793 0.01% 911
2025
Q4 		$274K Buy
6,071
+1,500
+33% +$67K 0.01% 847
2025
Q3 		$200K Buy
+4,571
New +$195K 0.01% 939

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

Ashton Thomas Private Wealth's NULV Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 34% in Q2 2026, selling an estimated $102K and leaving 4,018 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Ashton Thomas Private Wealth first reported a position in NULV in Q3 2025 and has held it in 4 quarters since. The position peaked at $277K in Q1 2026. 280 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Ashton Thomas Private Wealth held 4,018 shares of Nuveen ESG Large-Cap Value ETF worth $201K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 2,070 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $102K.
  • Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1151 holding.
  • Ashton Thomas Private Wealth first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Ashton Thomas Private Wealth's Nuveen ESG Large-Cap Value ETF position peaked at $277K in Q1 2026.
  • 280 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.