Atria Wealth Solutions’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Atria Wealth Solutions’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	$226K	Buy	+5,386	New	+$214K	0.01%	1315
2023 Q4	–	Sell	-6,318	Closed	-$212K	–	1996
2023 Q3	$212K	Buy	6,318 +91	+1%	+$3.18K	﹤0.01%	1669
2023 Q2	$216K	Sell	6,227 -229	-4%	-$7.75K	﹤0.01%	1646
2023 Q1	$220K	Hold	6,456	–	–	﹤0.01%	1615
2022 Q4	$221K	Buy	+6,456	New	+$220K	﹤0.01%	1547

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Atria Wealth Solutions's NULV Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2025: 5,386 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #1315 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in NULV as recently as Q3 2023.

Atria Wealth Solutions first reported a position in NULV in Q4 2022 and has held it in 5 quarters since. 254 funds tracked by Wall St. Rank hold NULV as of Q2 2025.

Atria Wealth Solutions held 5,386 shares of Nuveen ESG Large-Cap Value ETF worth $226K as of Q2 2025.
Nuveen ESG Large-Cap Value ETF was a new Atria Wealth Solutions position in Q2 2025.
Nuveen ESG Large-Cap Value ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1315 holding.
Atria Wealth Solutions first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2022 and has held it in 5 quarters since.
254 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.