CAWM
NULV icon

Capital Advisors Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Capital Advisors 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 		$225K Hold
4,508
– – 0.03% 216
2026
Q1 		$205K Hold
4,508
– – 0.03% 209
2025
Q4 		$203K Buy
+4,508
New +$201K 0.03% 213

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
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Capital Advisors Wealth Management's NULV Position: Q2 2026 in Review

Capital Advisors Wealth Management held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q2 2026 at 4,508 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #216.

Capital Advisors Wealth Management first reported a position in NULV in Q4 2025 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Capital Advisors Wealth Management held 4,508 shares of Nuveen ESG Large-Cap Value ETF worth $225K as of Q2 2026.
  • Capital Advisors Wealth Management left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q2 2026.
  • Nuveen ESG Large-Cap Value ETF made up 0.03% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Capital Advisors Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.