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Avantax Advisory Services’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Avantax Advisory Services’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 		$658K Buy
15,702
+95
+0.6% +$3.78K ﹤0.01% 1420
2025
Q1 		$632K Sell
15,607
-363
-2% -$14.7K ﹤0.01% 1361
2024
Q4 		$629K Buy
15,970
+6,655
+71% +$276K ﹤0.01% 1311
2024
Q3 		$389K Sell
9,315
-178
-2% -$7.05K ﹤0.01% 1577
2024
Q2 		$359K Sell
9,493
-196
-2% -$7.4K ﹤0.01% 1583
2024
Q1 		$377K Buy
9,689
+465
+5% +$17.1K ﹤0.01% 1177
2023
Q4 		$331K Sell
9,224
-1,547
-14% -$52.9K ﹤0.01% 1191
2023
Q3 		$362K Hold
10,771
– – ﹤0.01% 1090
2023
Q2 		$373K Sell
10,771
-6,179
-36% -$209K ﹤0.01% 1072
2023
Q1 		$577K Sell
16,950
-3,100
-15% -$107K 0.01% 852
2022
Q4 		$687K Sell
20,050
-10,194
-34% -$348K 0.01% 747
2022
Q3 		$934K Buy
30,244
+3,711
+14% +$127K 0.01% 577
2022
Q2 		$886K Buy
26,533
+1,689
+7% +$60.6K 0.01% 588
2022
Q1 		$944K Buy
24,844
+5,002
+25% +$188K 0.01% 553
2021
Q4 		$771K Buy
19,842
+2,031
+11% +$79.2K 0.01% 606
2021
Q3 		$667K Buy
17,811
+3,024
+20% +$116K 0.01% 613
2021
Q2 		$557K Buy
14,787
+8,537
+137% +$322K 0.01% 668
2021
Q1 		$227K Buy
+6,250
New +$214K ﹤0.01% 922

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 $43.3B AUM 29.3% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Avantax Advisory Services's NULV Position: Q2 2025 in Review

Avantax Advisory Services increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.61% in Q2 2025, buying an estimated $3.78K and bringing the position to 15,702 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Avantax Advisory Services first reported a position in NULV in Q1 2021 and has held it in 18 quarters since. The position peaked at $944K in Q1 2022. 253 funds tracked by Wall St. Rank hold NULV as of Q2 2025.

  • Avantax Advisory Services held 15,702 shares of Nuveen ESG Large-Cap Value ETF worth $658K as of Q2 2025.
  • Avantax Advisory Services bought 95 Nuveen ESG Large-Cap Value ETF shares in Q2 2025, an estimated $3.78K.
  • Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1420 holding.
  • Avantax Advisory Services first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2021 and has held it in 18 quarters since.
  • Avantax Advisory Services's Nuveen ESG Large-Cap Value ETF position peaked at $944K in Q1 2022.
  • 253 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.