Avantax Planning Partners’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Avantax Planning Partners’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	$243K	Sell	4,868 -39	-0.8%	-$1.93K	0.01%	404
2026 Q1	$223K	Sell	4,907 -325	-6%	-$15.2K	0.01%	397
2025 Q4	$236K	Sell	5,232 -628	-11%	-$28.1K	0.01%	389
2025 Q3	$257K	Hold	5,860	–	–	0.01%	380
2025 Q2	$246K	Sell	5,860 -5,192	-47%	-$207K	0.01%	394
2025 Q1	$447K	Sell	11,052 -192	-2%	-$7.79K	0.02%	275
2024 Q4	$443K	Sell	11,244 -1,295	-10%	-$53.8K	0.02%	276
2024 Q3	$523K	Sell	12,539 -80,906	-87%	-$3.2M	0.02%	250
2024 Q2	$3.53M	Sell	93,445 -1,866	-2%	-$70.5K	0.11%	104
2024 Q1	$3.7M	Buy	95,311 +214	+0.2%	+$7.86K	0.12%	105
2023 Q4	$3.41M	Sell	95,097 -314	-0.3%	-$10.7K	0.13%	84
2023 Q3	$3.2M	Sell	95,411 -12,379	-11%	-$433K	0.13%	80
2023 Q2	$3.73M	Sell	107,790 -2,416	-2%	-$81.7K	0.15%	74
2023 Q1	$3.75M	Sell	110,206 -4,693	-4%	-$162K	0.15%	70
2022 Q4	$3.93M	Buy	114,899 +8,294	+8%	+$283K	0.16%	71
2022 Q3	$3.29M	Sell	106,605 -4,414	-4%	-$151K	0.15%	74
2022 Q2	$3.71M	Sell	111,019 -12,241	-10%	-$439K	0.16%	73
2022 Q1	$4.69M	Sell	123,260 -2,127	-2%	-$79.9K	0.19%	58
2021 Q4	$4.87M	Buy	125,387 +6,057	+5%	+$236K	0.2%	46
2021 Q3	$4.47M	Buy	119,330 +5,792	+5%	+$222K	0.21%	39
2021 Q2	$4.29M	Sell	113,538 -6,332	-5%	-$239K	0.2%	41
2021 Q1	$4.34M	Sell	119,870 -22,787	-16%	-$781K	0.22%	35
2020 Q4	$4.7M	Sell	142,657 -7,816	-5%	-$245K	0.24%	35
2020 Q3	$4.38M	Sell	150,473 -6,395	-4%	-$186K	0.23%	37
2020 Q2	$4.38M	Buy	156,868 +88,744	+130%	+$2.39M	0.25%	38
2020 Q1	$1.66M	Sell	68,124 -63,463	-48%	-$1.9M	0.12%	70
2019 Q4	$4.32M	Buy	131,587 +38,643	+42%	+$1.24M	0.25%	33
2019 Q3	$2.9M	Buy	92,944 +22,460	+32%	+$684K	0.18%	48
2019 Q2	$2.15M	Buy	70,484 +44,414	+170%	+$1.32M	0.14%	62
2019 Q1	$764K	Buy	+26,070	New	+$739K	0.05%	123

Other funds holding NULV

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 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

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

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

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

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

Avantax Planning Partners's NULV Position: Q2 2026 in Review

Avantax Planning Partners reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.79% in Q2 2026, selling an estimated $1.93K and leaving 4,868 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #404.

Avantax Planning Partners first reported a position in NULV in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.87M in Q4 2021. 280 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Avantax Planning Partners held 4,868 shares of Nuveen ESG Large-Cap Value ETF worth $243K as of Q2 2026.
Avantax Planning Partners sold 39 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $1.93K.
Nuveen ESG Large-Cap Value ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #404 holding.
Avantax Planning Partners first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2019 and has held it in 30 quarters since.
Avantax Planning Partners's Nuveen ESG Large-Cap Value ETF position peaked at $4.87M in Q4 2021.
280 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.