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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
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 $1.37T AUM 24.88% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Atomi Financial Group's NULV Position: Q1 2026 in Review

Atomi Financial Group reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 18% in Q1 2026, selling an estimated $51.2K and leaving 4,909 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #1106.

Atomi Financial Group first reported a position in NULV in Q3 2025 and has held it in 3 quarters since. The position peaked at $278K in Q3 2025. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

  • Atomi Financial Group held 4,909 shares of Nuveen ESG Large-Cap Value ETF worth $223K as of Q1 2026.
  • Atomi Financial Group sold 1,098 Nuveen ESG Large-Cap Value ETF shares in Q1 2026, an estimated $51.2K.
  • Nuveen ESG Large-Cap Value ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1106 holding.
  • Atomi Financial Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Atomi Financial Group's Nuveen ESG Large-Cap Value ETF position peaked at $278K in Q3 2025.
  • 278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.