AWM
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Axxcess Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Axxcess Wealth Management’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 		$1.13M Buy
+22,619
New +$1.12M 0.02% 501
2026
Q1 		– Sell
-19,488
Closed -$878K – 786
2025
Q4 		$878K Buy
19,488
+1,114
+6% +$49.8K 0.02% 534
2025
Q3 		$805K Buy
+18,374
New +$784K 0.02% 495

Other funds holding NULV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Axxcess Wealth Management's NULV Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026: 22,619 shares worth $1.13M. The stake represents 0.02% of the portfolio and ranks #501 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in NULV as recently as Q4 2025.

Axxcess Wealth Management first reported a position in NULV in Q3 2025 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Axxcess Wealth Management held 22,619 shares of Nuveen ESG Large-Cap Value ETF worth $1.13M as of Q2 2026.
  • Nuveen ESG Large-Cap Value ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Nuveen ESG Large-Cap Value ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #501 holding.
  • Axxcess Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 171 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.