Carson Wealth (CWM LLC)’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Carson Wealth (CWM 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	$2.18M	Buy	47,830 +252	+0.5%	+$11.8K	0.01%	1162
2025 Q4	$2.14M	Sell	47,578 -2,566	-5%	-$115K	0.01%	1119
2025 Q3	$2.2M	Buy	50,144 +15,246	+44%	+$650K	0.01%	1050
2025 Q2	$1.46M	Buy	34,898 +29,698	+571%	+$1.18M	0.01%	1074
2025 Q1	$211K	Buy	5,200 +32	+0.6%	+$1.3K	﹤0.01%	1891
2024 Q4	$203K	Buy	5,168 +4,133	+399%	+$172K	﹤0.01%	1814
2024 Q3	$43K	Hold	1,035	–	–	﹤0.01%	2803
2024 Q2	$39K	Buy	1,035 +55	+6%	+$2.08K	﹤0.01%	2641
2024 Q1	$38K	Hold	980	–	–	﹤0.01%	2483
2023 Q4	$35K	Hold	980	–	–	﹤0.01%	2396
2023 Q3	$33K	Sell	980 -4,203	-81%	-$147K	﹤0.01%	2347
2023 Q2	$180K	Sell	5,183 -4,205	-45%	-$142K	﹤0.01%	1294
2023 Q1	$320K	Buy	9,388 +5,185	+123%	+$179K	﹤0.01%	1038
2022 Q4	$144K	Buy	4,203 +88	+2%	+$3K	﹤0.01%	1229
2022 Q3	$127K	Hold	4,115	–	–	﹤0.01%	1240
2022 Q2	$137K	Hold	4,115	–	–	﹤0.01%	1188
2022 Q1	$156K	Buy	+4,115	New	+$155K	﹤0.01%	1148

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 22.96% 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

Carson Wealth (CWM LLC)'s NULV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.53% in Q1 2026, buying an estimated $11.8K and bringing the position to 47,830 shares worth $2.18M. The position accounts for 0.01% of the portfolio, ranked #1162.

Carson Wealth (CWM LLC) first reported a position in NULV in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.2M in Q3 2025. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

Carson Wealth (CWM LLC) held 47,830 shares of Nuveen ESG Large-Cap Value ETF worth $2.18M as of Q1 2026.
Carson Wealth (CWM LLC) bought 252 Nuveen ESG Large-Cap Value ETF shares in Q1 2026, an estimated $11.8K.
Nuveen ESG Large-Cap Value ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1162 holding.
Carson Wealth (CWM LLC) first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2022 and has held it in 17 quarters since.
Carson Wealth (CWM LLC)'s Nuveen ESG Large-Cap Value ETF position peaked at $2.2M in Q3 2025.
278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.