Chicago Partners Investment Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Chicago Partners Investment Group’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	$482K	Hold	9,531	–	–	0.01%	1024
2026 Q1	$460K	Sell	9,531 -70	-0.7%	-$3.27K	0.01%	937
2025 Q4	$448K	Buy	9,601 +550	+6%	+$24.6K	0.01%	836
2025 Q3	$404K	Hold	9,051	–	–	0.01%	813
2025 Q2	$386K	Buy	9,051 +420	+5%	+$16.7K	0.01%	714
2025 Q1	$340K	Sell	8,631 -467	-5%	-$18.9K	0.01%	643
2024 Q4	$360K	Buy	9,098 +158	+2%	+$6.56K	0.01%	593
2024 Q3	$373K	Buy	8,940 +99	+1%	+$3.92K	0.01%	567
2024 Q2	$351K	Buy	8,841 +1,795	+25%	+$67.8K	0.01%	551
2024 Q1	$264K	Buy	7,046 +477	+7%	+$17.5K	0.01%	606
2023 Q4	$234K	Buy	+6,569	New	+$224K	0.01%	600

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

Chicago Partners Investment Group's NULV Position: Q2 2026 in Review

Chicago Partners Investment Group held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q2 2026 at 9,531 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #1024.

Chicago Partners Investment Group first reported a position in NULV in Q4 2023 and has held it in 11 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Chicago Partners Investment Group held 9,531 shares of Nuveen ESG Large-Cap Value ETF worth $482K as of Q2 2026.
Chicago Partners Investment Group left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Value ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1024 holding.
Chicago Partners Investment Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.