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Capital Analysts LLC’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Capital Analysts LLC’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
-15,311
Closed -$690K – 1577
2025
Q4 		$690K Buy
15,311
+395
+3% +$17.6K 0.02% 375
2025
Q3 		$654K Buy
14,916
+48
+0.3% +$2.05K 0.02% 380
2025
Q2 		$624K Buy
14,868
+1,031
+7% +$41K 0.02% 355
2025
Q1 		$560K Buy
13,837
+1,341
+11% +$54.4K 0.02% 351
2024
Q4 		$492K Sell
12,496
-10
-0.1% -$415 0.02% 333
2024
Q3 		$522K Sell
12,506
-9
-0.1% -$356 0.02% 320
2024
Q2 		$473K Buy
12,515
+1,076
+9% +$40.6K 0.02% 337
2024
Q1 		$445K Buy
11,439
+2,456
+27% +$90.2K 0.02% 329
2023
Q4 		$323K Buy
8,983
+222
+3% +$7.58K 0.02% 364
2023
Q3 		$294K Sell
8,761
-138
-2% -$4.82K 0.02% 352
2023
Q2 		$308K Sell
8,899
-133
-1% -$4.5K 0.02% 340
2023
Q1 		$308K Sell
9,032
-1,009
-10% -$34.8K 0.02% 338
2022
Q4 		$344K Buy
10,041
+2,680
+36% +$91.5K 0.02% 336
2022
Q3 		$227K Buy
7,361
+3,198
+77% +$109K 0.02% 341
2022
Q2 		$139K Hold
4,163
– – 0.01% 387
2022
Q1 		$158K Buy
+4,163
New +$156K 0.01% 364

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 Analysts LLC's NULV Position: Q1 2026 in Review

Capital Analysts LLC sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2026, closing a stake of 15,311 shares — an estimated $690K sold.

Capital Analysts LLC first reported a position in NULV in Q1 2022 and held it in 16 quarters. The position peaked at $690K in Q4 2025. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

  • Capital Analysts LLC reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 15,311 Nuveen ESG Large-Cap Value ETF shares in Q1 2026, an estimated $690K.
  • Capital Analysts LLC first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2022 and held it in 16 quarters.
  • Capital Analysts LLC's Nuveen ESG Large-Cap Value ETF position peaked at $690K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.