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Continuum Advisory’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Continuum Advisory’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
2025
Q2 		– Sell
-262
Closed -$10.6K – 1182
2025
Q1 		$10.6K Hold
262
– – ﹤0.01% 960
2024
Q4 		$10.3K Hold
262
– – ﹤0.01% 978
2024
Q3 		$11K Hold
262
– – ﹤0.01% 967
2024
Q2 		$9.9K Hold
262
– – ﹤0.01% 944
2024
Q1 		$9.98K Buy
+262
New +$9.62K ﹤0.01% 936

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Continuum Advisory's NULV Position: Q2 2025 in Review

Continuum Advisory sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2025, closing a stake of 262 shares — an estimated $10.6K sold.

Continuum Advisory first reported a position in NULV in Q1 2024 and held it in 5 quarters. The position peaked at $11K in Q3 2024. 253 funds tracked by Wall St. Rank hold NULV as of Q2 2025.

  • Continuum Advisory reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 262 Nuveen ESG Large-Cap Value ETF shares in Q2 2025, an estimated $10.6K.
  • Continuum Advisory first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Nuveen ESG Large-Cap Value ETF position peaked at $11K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.