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

Commonwealth Equity 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
2026 Q2	$60.4M	Buy	1,208,781 +84,731	+8%	+$4.19M	0.08%	261
2026 Q1	$51.1M	Buy	1,124,050 +118,826	+12%	+$5.55M	0.07%	279
2025 Q4	$45.3M	Buy	1,005,224 +237,238	+31%	+$10.6M	0.06%	315
2025 Q3	$33.7M	Sell	767,986 -24,737	-3%	-$1.06M	0.04%	396
2025 Q2	$33.2M	Sell	792,723 -15,540	-2%	-$618K	0.04%	405
2025 Q1	$32.7M	Buy	808,263 +43,495	+6%	+$1.76M	0.05%	387
2024 Q4	$30.1M	Buy	764,768 +99,604	+15%	+$4.14M	0.04%	389
2024 Q3	$27.8M	Buy	665,164 +47,485	+8%	+$1.88M	0.04%	414
2024 Q2	$23.3M	Buy	617,679 +15,490	+3%	+$585K	0.04%	444
2024 Q1	$23.4M	Buy	602,189 +45,823	+8%	+$1.68M	0.04%	440
2023 Q4	$20M	Buy	556,366 +60,964	+12%	+$2.08M	0.04%	458
2023 Q3	$16.6M	Buy	495,402 +70,845	+17%	+$2.48M	0.03%	477
2023 Q2	$14.7M	Sell	424,557 -288,964	-40%	-$9.78M	0.03%	530
2023 Q1	$24.3K	Buy	713,521 +22,240	+3%	+$766K	0.05%	338
2022 Q4	$23.7M	Buy	691,281 +95,776	+16%	+$3.27M	0.06%	327
2022 Q3	$18.4M	Sell	595,505 -29,890	-5%	-$1.02M	0.05%	361
2022 Q2	$20.9M	Sell	625,395 -1,710	-0.3%	-$61.4K	0.05%	335
2022 Q1	$23.8M	Sell	627,105 -1,882	-0.3%	-$70.7K	0.05%	320
2021 Q4	$24.4M	Buy	628,987 +55,831	+10%	+$2.18M	0.06%	318
2021 Q3	$21.5M	Buy	573,156 +14,951	+3%	+$573K	0.05%	328
2021 Q2	$21.1M	Buy	558,205 +12,749	+2%	+$480K	0.05%	338
2021 Q1	$19.7M	Buy	545,456 +45,771	+9%	+$1.57M	0.06%	328
2020 Q4	$16.5M	Buy	499,685 +77,653	+18%	+$2.43M	0.05%	344
2020 Q3	$12.3M	Buy	422,032 +66,713	+19%	+$1.94M	0.04%	380
2020 Q2	$9.92M	Buy	355,319 +72,857	+26%	+$1.96M	0.04%	407
2020 Q1	$6.89M	Buy	282,462 +240,615	+575%	+$7.21M	0.03%	458
2019 Q4	$1.37M	Buy	41,847 +14,424	+53%	+$461K	0.01%	1238
2019 Q3	$856K	Buy	27,423 +8,185	+43%	+$249K	﹤0.01%	1453
2019 Q2	$582K	Buy	+19,238	New	+$571K	﹤0.01%	1689

Other funds holding NULV

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $237M AUM

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

CWA

Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Commonwealth Equity Services increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 7.5% in Q2 2026, buying an estimated $4.19M and bringing the position to 1,208,781 shares worth $60.4M. The position accounts for 0.08% of the portfolio, ranked #261.

Commonwealth Equity Services first reported a position in NULV in Q2 2019 and has held it in 29 quarters since. 117 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Commonwealth Equity Services held 1,208,781 shares of Nuveen ESG Large-Cap Value ETF worth $60.4M as of Q2 2026.
Commonwealth Equity Services bought 84,731 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $4.19M.
Nuveen ESG Large-Cap Value ETF made up 0.08% of Commonwealth Equity Services's portfolio in Q2 2026, its #261 holding.
Commonwealth Equity Services first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2019 and has held it in 29 quarters since.
117 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

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