Creative Financial Designs’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Creative Financial Designs’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	$105K	Buy	2,102 +224	+12%	+$11.1K	0.01%	786
2026 Q1	$85.4K	Hold	1,878	–	–	0.01%	725
2025 Q4	$84.6K	Hold	1,878	–	–	0.01%	701
2025 Q3	$82.3K	Hold	1,878	–	–	0.01%	698
2025 Q2	$78.7K	Hold	1,878	–	–	0.01%	730
2025 Q1	$76K	Sell	1,878 -74	-4%	-$3K	0.01%	699
2024 Q4	$76.8K	Hold	1,952	–	–	0.01%	664
2024 Q3	$81.4K	Hold	1,952	–	–	0.01%	643
2024 Q2	$73.8K	Sell	1,952 -32	-2%	-$1.21K	0.01%	651
2024 Q1	$77.1K	Hold	1,984	–	–	0.01%	621
2023 Q4	$71.2K	Sell	1,984 -67	-3%	-$2.29K	0.01%	599
2023 Q3	$68.9K	Sell	2,051 -388	-16%	-$13.6K	0.01%	556
2023 Q2	$84.5K	Hold	2,439	–	–	0.01%	522
2023 Q1	$83.1K	Sell	2,439 -1,550	-39%	-$53.4K	0.01%	491
2022 Q4	$137K	Sell	3,989 -56	-1%	-$1.91K	0.02%	391
2022 Q3	$125K	Buy	4,045 +162	+4%	+$5.54K	0.02%	384
2022 Q2	$130K	Sell	3,883 -830	-18%	-$29.8K	0.02%	378
2022 Q1	$179K	Buy	4,713 +110	+2%	+$4.13K	0.03%	329
2021 Q4	$179K	Buy	4,603 +233	+5%	+$9.09K	0.03%	327
2021 Q3	$164K	Buy	4,370 +280	+7%	+$10.7K	0.03%	345
2021 Q2	$154K	Buy	4,090 +537	+15%	+$20.2K	0.03%	349
2021 Q1	$129K	Buy	3,553 +3,188	+873%	+$109K	0.03%	368
2020 Q4	$12K	Hold	365	–	–	﹤0.01%	828
2020 Q3	$11K	Hold	365	–	–	﹤0.01%	785
2020 Q2	$10K	Hold	365	–	–	﹤0.01%	756
2020 Q1	$9K	Buy	+365	New	+$10.9K	﹤0.01%	354

Other funds holding NULV

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 New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Creative Financial Designs's NULV Position: Q2 2026 in Review

Creative Financial Designs increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 12% in Q2 2026, buying an estimated $11.1K and bringing the position to 2,102 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #786.

Creative Financial Designs first reported a position in NULV in Q1 2020 and has held it in 26 quarters since. The position peaked at $179K in Q1 2022. 280 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Creative Financial Designs held 2,102 shares of Nuveen ESG Large-Cap Value ETF worth $105K as of Q2 2026.
Creative Financial Designs bought 224 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $11.1K.
Nuveen ESG Large-Cap Value ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #786 holding.
Creative Financial Designs first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2020 and has held it in 26 quarters since.
Creative Financial Designs's Nuveen ESG Large-Cap Value ETF position peaked at $179K in Q1 2022.
280 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.