Commonwealth Equity Services’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

Commonwealth Equity Services’s Portfolio NULC Stock Details NULC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.8M	Buy	68,354 +443	+0.7%	+$24.4K	﹤0.01%	1556
2026 Q2	$3.68M	Buy	67,911 +631	+0.9%	+$32.8K	﹤0.01%	1637
2026 Q1	$3.11M	Buy	67,280 +43,209	+180%	+$2.08M	﹤0.01%	1671
2025 Q4	$1.15M	Buy	24,071 +7,956	+49%	+$411K	﹤0.01%	2460
2025 Q3	$839K	Buy	16,115 +1,526	+10%	+$77.1K	﹤0.01%	2735
2025 Q2	$715K	Buy	14,589 +1,316	+10%	+$59.6K	﹤0.01%	2852
2025 Q1	$582K	Buy	13,273 +1,603	+14%	+$73.5K	﹤0.01%	2919
2024 Q4	$530K	Buy	11,670 +2,639	+29%	+$125K	﹤0.01%	2907
2024 Q3	$418K	Buy	9,031 +2,500	+38%	+$111K	﹤0.01%	3050
2024 Q2	$286K	Buy	+6,531	New	+$278K	﹤0.01%	3339
2024 Q1	–	Sell	-5,309	Closed	-$207K	–	4068
2023 Q4	$207K	Buy	+5,309	New	+$195K	﹤0.01%	3474

Other funds holding NULC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Westside Investment Management Santa Monica, California $785M AUM 29.89% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Commonwealth Equity Services's NULC Position: Q3 2026 in Review

Commonwealth Equity Services increased its Nuveen ESG Large-Cap ETF (NULC) stake by 0.65% in Q3 2026, buying an estimated $24.4K and bringing the position to 68,354 shares worth $3.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Commonwealth Equity Services first reported a position in NULC in Q4 2023 and has held it in 11 quarters since. 10 funds tracked by Wall St. Rank hold NULC as of Q3 2026.

Commonwealth Equity Services held 68,354 shares of Nuveen ESG Large-Cap ETF worth $3.8M as of Q3 2026.
Commonwealth Equity Services bought 443 Nuveen ESG Large-Cap ETF shares in Q3 2026, an estimated $24.4K.
Nuveen ESG Large-Cap ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #1556 holding.
Commonwealth Equity Services first reported a position in Nuveen ESG Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
10 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.