Asset Dedication LLC’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Asset Dedication LLC’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 Q3	$15.9K	Buy	+302	New	+$15.9K	﹤0.01%	704

Other funds holding NULV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Asset Dedication LLC's NULV Position: Q3 2026 in Review

Asset Dedication LLC opened a new position in Nuveen ESG Large-Cap Value ETF (NULV) in Q3 2026: 302 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #704 among its holdings.

186 funds tracked by Wall St. Rank hold NULV as of Q3 2026.

Asset Dedication LLC held 302 shares of Nuveen ESG Large-Cap Value ETF worth $15.9K as of Q3 2026.
Nuveen ESG Large-Cap Value ETF was a new Asset Dedication LLC position in Q3 2026.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q3 2026, its #704 holding.
186 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2026.

Based on Asset Dedication LLC's 13F filing for Q3 2026, filed 3 Nov 2026.