Belpointe Asset Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Belpointe Asset 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	–	Sell	-15,873	Closed	-$722K	–	1195
2026 Q1	$722K	Sell	15,873 -7,075	-31%	-$330K	0.03%	570
2025 Q4	$1.03M	Buy	+22,948	New	+$1.03M	0.04%	417
2021 Q3	–	Sell	-16,715	Closed	-$631K	–	1229
2021 Q2	$631K	Buy	16,715 +760	+5%	+$28.6K	0.05%	422
2021 Q1	$578K	Buy	+15,955	New	+$547K	0.05%	388

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

Belpointe Asset Management's NULV Position: Q2 2026 in Review

Belpointe Asset Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026, closing a stake of 15,873 shares — an estimated $722K sold.

Belpointe Asset Management first reported a position in NULV in Q1 2021 and held it in 4 quarters. The position peaked at $1.03M in Q4 2025. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Belpointe Asset Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Belpointe Asset Management sold 15,873 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $722K.
Belpointe Asset Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2021 and held it in 4 quarters.
Belpointe Asset Management's Nuveen ESG Large-Cap Value ETF position peaked at $1.03M in Q4 2025.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.