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

Atomi Financial Group’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 		$432K Buy
8,645
+3,736
+76% +$185K 0.01% 838
2026
Q1 		$223K Sell
4,909
-1,098
-18% -$51.2K 0.01% 1106
2025
Q4 		$271K Sell
6,007
-331
-5% -$14.8K 0.01% 994
2025
Q3 		$278K Buy
+6,338
New +$270K 0.01% 938

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

Atomi Financial Group's NULV Position: Q2 2026 in Review

Atomi Financial Group increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 76% in Q2 2026, buying an estimated $185K and bringing the position to 8,645 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #838.

Atomi Financial Group first reported a position in NULV in Q3 2025 and has held it in 4 quarters since. 280 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Atomi Financial Group held 8,645 shares of Nuveen ESG Large-Cap Value ETF worth $432K as of Q2 2026.
  • Atomi Financial Group bought 3,736 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $185K.
  • Nuveen ESG Large-Cap Value ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #838 holding.
  • Atomi Financial Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 280 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.