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Atlas Capital Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Atlas Capital Advisors’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
2025
Q2 		$38.3K Sell
914
-456
-33% -$18.1K ﹤0.01% 650
2025
Q1 		$55.5K Sell
1,370
-37,962
-97% -$1.54M 0.01% 617
2024
Q4 		$1.55M Buy
39,332
+37,048
+1,622% +$1.54M 0.2% 91
2024
Q3 		$95.3K Hold
2,284
– – 0.01% 502
2024
Q2 		$86.3K Hold
2,284
– – 0.01% 520
2024
Q1 		$88.8K Hold
2,284
– – 0.01% 496
2023
Q4 		$82K Sell
2,284
-3,469
-60% -$119K 0.01% 528
2023
Q3 		$193K Sell
5,753
-986
-15% -$34.5K 0.03% 359
2023
Q2 		$234K Sell
6,739
-260
-4% -$8.8K 0.04% 338
2023
Q1 		$238K Hold
6,999
– – 0.04% 327
2022
Q4 		$240K Sell
6,999
-194
-3% -$6.62K 0.04% 312
2022
Q3 		$222K Buy
7,193
+225
+3% +$7.69K 0.04% 329
2022
Q2 		$233K Sell
6,968
-805
-10% -$28.9K 0.04% 347
2022
Q1 		$296K Hold
7,773
– – 0.05% 290
2021
Q4 		$302K Buy
7,773
+186
+2% +$7.25K 0.05% 296
2021
Q3 		$284K Buy
7,587
+64
+0.9% +$2.45K 0.05% 294
2021
Q2 		$284K Sell
7,523
-35
-0.5% -$1.32K 0.05% 309
2021
Q1 		$274K Buy
7,558
+3,100
+70% +$106K 0.05% 285
2020
Q4 		$147K Buy
+4,458
New +$140K 0.03% 342
2020
Q3 		– Sell
-4,958
Closed -$138K – 496
2020
Q2 		$138K Sell
4,958
-750
-13% -$20.2K 0.03% 358
2020
Q1 		$139K Hold
5,708
– – 0.04% 323
2019
Q4 		$187K Buy
+5,708
New +$183K 0.05% 326

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Atlas Capital Advisors's NULV Position: Q2 2025 in Review

Atlas Capital Advisors reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 33% in Q2 2025, selling an estimated $18.1K and leaving 914 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Atlas Capital Advisors first reported a position in NULV in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.55M in Q4 2024. 253 funds tracked by Wall St. Rank hold NULV as of Q2 2025.

  • Atlas Capital Advisors held 914 shares of Nuveen ESG Large-Cap Value ETF worth $38.3K as of Q2 2025.
  • Atlas Capital Advisors sold 456 Nuveen ESG Large-Cap Value ETF shares in Q2 2025, an estimated $18.1K.
  • Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2025, its #650 holding.
  • Atlas Capital Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2019 and has held it in 22 quarters since.
  • Atlas Capital Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $1.55M in Q4 2024.
  • 253 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.