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 Q2	$123K	Buy	+2,464	New	+$122K	0.03%	307
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 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 22.9% 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

Cape Investment Advisory's NULV Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026: 2,464 shares worth $123K. The stake represents 0.03% of the portfolio and ranks #307 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in NULV as recently as Q4 2025.

Cape Investment Advisory first reported a position in NULV in Q3 2024 and has held it in 7 quarters since. The position peaked at $136K in Q3 2025. 280 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Cape Investment Advisory held 2,464 shares of Nuveen ESG Large-Cap Value ETF worth $123K as of Q2 2026.
Nuveen ESG Large-Cap Value ETF was a new Cape Investment Advisory position in Q2 2026.
Nuveen ESG Large-Cap Value ETF made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #307 holding.
Cape Investment Advisory first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
Cape Investment Advisory's Nuveen ESG Large-Cap Value ETF position peaked at $136K in Q3 2025.
280 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.