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Beacon Pointe Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Beacon Pointe Advisors’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 		$26.3M Buy
526,396
+20,671
+4% +$1.02M 0.12% 170
2026
Q1 		$23M Buy
505,725
+66,200
+15% +$3.09M 0.12% 165
2025
Q4 		$19.8M Buy
439,525
+47,542
+12% +$2.12M 0.14% 162
2025
Q3 		$17.2M Buy
391,983
+56,854
+17% +$2.43M 0.15% 147
2025
Q2 		$14M Buy
335,129
+24,517
+8% +$976K 0.15% 139
2025
Q1 		$12.6M Buy
310,612
+42,328
+16% +$1.72M 0.14% 147
2024
Q4 		$10.6M Buy
268,284
+28,966
+12% +$1.2M 0.12% 162
2024
Q3 		$9.98M Buy
239,318
+87,049
+57% +$3.45M 0.12% 163
2024
Q2 		$5.75M Sell
152,269
-2,093
-1% -$79.1K 0.07% 248
2024
Q1 		$6M Buy
154,362
+1,104
+0.7% +$40.5K 0.07% 251
2023
Q4 		$5.5M Sell
153,258
-14,193
-8% -$485K 0.07% 259
2023
Q3 		$5.62M Buy
167,451
+9,283
+6% +$324K 0.07% 245
2023
Q2 		$5.48M Buy
158,168
+12,748
+9% +$431K 0.09% 200
2023
Q1 		$4.95M Sell
145,420
-11,262
-7% -$388K 0.08% 217
2022
Q4 		$5.36M Sell
156,682
-9,211
-6% -$314K 0.1% 183
2022
Q3 		$5.12M Buy
165,893
+13,473
+9% +$461K 0.11% 170
2022
Q2 		$5.09M Sell
152,420
-17,580
-10% -$631K 0.11% 180
2022
Q1 		$6.46M Buy
170,000
+78,460
+86% +$2.95M 0.09% 209
2021
Q4 		$3.56M Buy
91,540
+40,131
+78% +$1.57M 0.09% 180
2021
Q3 		$1.93M Buy
51,409
+9,042
+21% +$346K 0.05% 291
2021
Q2 		$1.6M Buy
42,367
+6,975
+20% +$263K 0.06% 256
2021
Q1 		$1.28M Buy
35,392
+12,287
+53% +$421K 0.08% 190
2020
Q4 		$760K Buy
23,105
+10,404
+82% +$326K 0.05% 227
2020
Q3 		$369K Buy
12,701
+1,451
+13% +$42.3K 0.04% 267
2020
Q2 		$314K Buy
+11,250
New +$303K 0.03% 294

Other funds holding NULV

Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Beacon Pointe Advisors's NULV Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 4.1% in Q2 2026, buying an estimated $1.02M and bringing the position to 526,396 shares worth $26.3M. The position accounts for 0.12% of the portfolio, ranked #170.

Beacon Pointe Advisors first reported a position in NULV in Q2 2020 and has held it in 25 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Beacon Pointe Advisors held 526,396 shares of Nuveen ESG Large-Cap Value ETF worth $26.3M as of Q2 2026.
  • Beacon Pointe Advisors bought 20,671 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $1.02M.
  • Nuveen ESG Large-Cap Value ETF made up 0.12% of Beacon Pointe Advisors's portfolio in Q2 2026, its #170 holding.
  • Beacon Pointe Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2020 and has held it in 25 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.