CGC Financial Services’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

CGC Financial Services’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
2025 Q4	–	Sell	-3,708	Closed	-$163K	–	347
2025 Q3	$163K	Hold	3,708	–	–	0.04%	68
2025 Q2	$155K	Sell	3,708 -150,976	-98%	-$6.01M	0.05%	66
2025 Q1	$6.26M	Buy	154,684 +4,054	+3%	+$164K	2.48%	7
2024 Q4	$5.93M	Sell	150,630 -1,150	-0.8%	-$47.7K	2.36%	7
2024 Q3	$6.33M	Sell	151,780 -805	-0.5%	-$31.9K	2.54%	7
2024 Q2	$5.77M	Buy	152,585 +1,350	+0.9%	+$51K	2.5%	7
2024 Q1	$5.88M	Buy	151,235 +15,347	+11%	+$563K	3.08%	6
2023 Q4	$4.88M	Buy	135,888 +3,049	+2%	+$104K	2.24%	9
2023 Q3	$4.46M	Sell	132,839 -2,685	-2%	-$93.9K	3.12%	6
2023 Q2	$4.7M	Buy	+135,524	New	+$4.59M	3.05%	6

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CGC Financial Services's NULV Position: Q4 2025 in Review

CGC Financial Services sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2025, closing a stake of 3,708 shares — an estimated $163K sold.

CGC Financial Services first reported a position in NULV in Q2 2023 and held it in 10 quarters. The position peaked at $6.33M in Q3 2024. 275 funds tracked by Wall St. Rank hold NULV as of Q4 2025.

CGC Financial Services reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
CGC Financial Services sold 3,708 Nuveen ESG Large-Cap Value ETF shares in Q4 2025, an estimated $163K.
CGC Financial Services first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2023 and held it in 10 quarters.
CGC Financial Services's Nuveen ESG Large-Cap Value ETF position peaked at $6.33M in Q3 2024.
275 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2025.

Based on CGC Financial Services's 13F filing for Q4 2025, filed 3 Feb 2026.