CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

CAPTRUST Financial Advisors’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 		$12.7M Buy
253,549
+1,446
+0.6% +$71.5K 0.02% 508
2026
Q1 		$11.5M Buy
252,103
+13,994
+6% +$653K 0.02% 507
2025
Q4 		$10.7M Buy
238,109
+23,849
+11% +$1.07M 0.02% 471
2025
Q3 		$9.39M Sell
214,260
-4,656
-2% -$199K 0.02% 486
2025
Q2 		$9.18M Buy
218,916
+1,322
+0.6% +$52.6K 0.02% 481
2025
Q1 		$8.81M Buy
217,594
+3,623
+2% +$147K 0.02% 459
2024
Q4 		$8.42M Buy
213,971
+2,004
+0.9% +$83.2K 0.02% 406
2024
Q3 		$8.84M Sell
211,967
-20,432
-9% -$809K 0.03% 402
2024
Q2 		$8.78M Buy
232,399
+15,597
+7% +$589K 0.03% 377
2024
Q1 		$8.42M Buy
216,802
+26,297
+14% +$965K 0.03% 377
2023
Q4 		$6.84M Buy
190,505
+19,942
+12% +$681K 0.02% 455
2023
Q3 		$5.73M Buy
170,563
+43,824
+35% +$1.53M 0.02% 472
2023
Q2 		$4.39M Buy
126,739
+91,320
+258% +$3.09M 0.02% 546
2023
Q1 		$1.21M Buy
35,419
+427
+1% +$14.7K 0.01% 940
2022
Q4 		$1.2M Buy
34,992
+282
+0.8% +$9.63K 0.01% 888
2022
Q3 		$1.07M Sell
34,710
-3,017
-8% -$103K 0.01% 886
2022
Q2 		$1.26M Buy
37,727
+450
+1% +$16.1K 0.01% 740
2022
Q1 		$1.42M Sell
37,277
-588
-2% -$22.1K 0.01% 706
2021
Q4 		$1.47M Sell
37,865
-1,713
-4% -$66.8K 0.01% 658
2021
Q3 		$1.48M Buy
39,578
+1,308
+3% +$50.1K 0.01% 608
2021
Q2 		$1.45M Buy
38,270
+12,321
+47% +$464K 0.01% 598
2021
Q1 		$939K Buy
+25,949
New +$890K 0.01% 717

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

CAPTRUST Financial Advisors's NULV Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.57% in Q2 2026, buying an estimated $71.5K and bringing the position to 253,549 shares worth $12.7M. The position accounts for 0.02% of the portfolio, ranked #508.

CAPTRUST Financial Advisors first reported a position in NULV in Q1 2021 and has held it in 22 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • CAPTRUST Financial Advisors held 253,549 shares of Nuveen ESG Large-Cap Value ETF worth $12.7M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 1,446 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $71.5K.
  • Nuveen ESG Large-Cap Value ETF made up 0.02% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #508 holding.
  • CAPTRUST Financial Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.