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

CGN 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 		$2.3M Sell
46,095
-433
-0.9% -$21.4K 0.17% 117
2026
Q1 		$2.12M Sell
46,528
-231
-0.5% -$10.8K 0.17% 123
2025
Q4 		$2.11M Sell
46,759
-1,499
-3% -$67K 0.17% 120
2025
Q3 		$2.12M Buy
48,258
+5,707
+13% +$243K 0.17% 120
2025
Q2 		$1.78M Buy
42,551
+1,855
+5% +$73.8K 0.16% 128
2025
Q1 		$1.65M Buy
40,696
+1,070
+3% +$43.4K 0.16% 132
2024
Q4 		$1.56M Buy
39,626
+7,634
+24% +$317K 0.15% 131
2024
Q3 		$1.33M Buy
31,992
+4,675
+17% +$185K 0.13% 144
2024
Q2 		$1.03M Buy
27,317
+20,716
+314% +$783K 0.12% 156
2024
Q1 		$257K Buy
6,601
+143
+2% +$5.25K 0.03% 232
2023
Q4 		$232K Sell
6,458
-999
-13% -$34.1K 0.03% 240
2023
Q3 		$250K Buy
7,457
+306
+4% +$10.7K 0.03% 232
2023
Q2 		$248K Sell
7,151
-67
-0.9% -$2.27K 0.04% 209
2023
Q1 		$246K Sell
7,218
-4
-0.1% -$138 0.04% 204
2022
Q4 		$247K Buy
7,222
+28
+0.4% +$956 0.04% 205
2022
Q3 		$222K Buy
7,194
+316
+5% +$10.8K 0.06% 216
2022
Q2 		$230K Buy
6,878
+1,401
+26% +$50.3K 0.06% 197
2022
Q1 		$208K Buy
+5,477
New +$206K 0.05% 211
2021
Q3 		– Sell
-20,692
Closed -$781K – 208
2021
Q2 		$781K Buy
20,692
+376
+2% +$14.2K 0.25% 90
2021
Q1 		$735K Buy
20,316
+5,657
+39% +$194K 0.26% 84
2020
Q4 		$483K Buy
+14,659
New +$459K 0.19% 111

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

CGN Advisors's NULV Position: Q2 2026 in Review

CGN Advisors reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.93% in Q2 2026, selling an estimated $21.4K and leaving 46,095 shares worth $2.3M. The position accounts for 0.17% of the portfolio, ranked #117.

CGN Advisors first reported a position in NULV in Q4 2020 and has held it in 21 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • CGN Advisors held 46,095 shares of Nuveen ESG Large-Cap Value ETF worth $2.3M as of Q2 2026.
  • CGN Advisors sold 433 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $21.4K.
  • Nuveen ESG Large-Cap Value ETF made up 0.17% of CGN Advisors's portfolio in Q2 2026, its #117 holding.
  • CGN Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2020 and has held it in 21 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.