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Cape Investment Advisory’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-2,874
Closed -$129K – 864
2025
Q4 		$129K Sell
2,874
-223
-7% -$9.96K 0.04% 257
2025
Q3 		$136K Hold
3,097
– – 0.13% 133
2025
Q2 		$130K Buy
3,097
+507
+20% +$20.2K 0.05% 231
2025
Q1 		$105K Hold
2,590
– – 0.04% 237
2024
Q4 		$102K Hold
2,590
– – 0.04% 240
2024
Q3 		$108K Buy
+2,590
New +$103K 0.04% 226

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return