CWS
NULV icon

Confluence Wealth Services’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Confluence Wealth 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 		$516K Buy
10,326
+59
+0.6% +$2.92K 0.01% 321
2026
Q1 		$467K Buy
10,267
+3
+0% +$140 0.02% 269
2025
Q4 		$462K Sell
10,264
-590
-5% -$26.4K 0.02% 263
2025
Q3 		$476K Buy
10,854
+107
+1% +$4.57K 0.02% 252
2025
Q2 		$450K Buy
10,747
+36
+0.3% +$1.43K 0.02% 258
2025
Q1 		$412K Buy
10,711
+44
+0.4% +$1.78K 0.03% 251
2024
Q4 		$437K Buy
10,667
+101
+1% +$4.19K 0.03% 237
2024
Q3 		$441K Buy
10,566
+575
+6% +$22.8K 0.03% 240
2024
Q2 		$378K Buy
9,991
+694
+7% +$26.2K 0.03% 261
2024
Q1 		$361K Buy
9,297
+3,246
+54% +$119K 0.03% 248
2023
Q4 		$217K Buy
+6,051
New +$207K 0.02% 278
2022
Q1 		– Sell
-1,674
Closed -$65K – 847
2021
Q4 		$65K Buy
+1,674
New +$65.3K 0.02% 408

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

Confluence Wealth Services's NULV Position: Q2 2026 in Review

Confluence Wealth Services increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.57% in Q2 2026, buying an estimated $2.92K and bringing the position to 10,326 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #321.

Confluence Wealth Services first reported a position in NULV in Q4 2021 and has held it in 12 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Confluence Wealth Services held 10,326 shares of Nuveen ESG Large-Cap Value ETF worth $516K as of Q2 2026.
  • Confluence Wealth Services bought 59 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $2.92K.
  • Nuveen ESG Large-Cap Value ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #321 holding.
  • Confluence Wealth Services first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2021 and has held it in 12 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.