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 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 $445B AUM 25.58% 1-Year Est. Return

VAF

Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PW Advisors Tallahassee, Florida $150M AUM

TCM

Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Commonwealth Equity Services's NULC Position: Q2 2026 in Review

Commonwealth Equity Services increased its Nuveen ESG Large-Cap ETF (NULC) stake by 0.94% in Q2 2026, buying an estimated $32.8K and bringing the position to 67,911 shares worth $3.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Commonwealth Equity Services first reported a position in NULC in Q4 2023 and has held it in 10 quarters since. 11 funds tracked by Wall St. Rank hold NULC as of Q2 2026.

Commonwealth Equity Services held 67,911 shares of Nuveen ESG Large-Cap ETF worth $3.68M as of Q2 2026.
Commonwealth Equity Services bought 631 Nuveen ESG Large-Cap ETF shares in Q2 2026, an estimated $32.8K.
Nuveen ESG Large-Cap ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1637 holding.
Commonwealth Equity Services first reported a position in Nuveen ESG Large-Cap ETF in Q4 2023 and has held it in 10 quarters since.
11 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.