Crux Wealth Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Crux Wealth Advisors’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	$4M	Sell	79,972 -1,099	-1%	-$54.3K	1.39%	16
2026 Q1	$3.69M	Sell	81,071 -204	-0.3%	-$9.52K	1.42%	14
2025 Q4	$3.66M	Buy	81,275 +863	+1%	+$38.6K	1.36%	15
2025 Q3	$3.52M	Sell	80,412 -9,942	-11%	-$424K	1.4%	14
2025 Q2	$3.79M	Buy	+90,354	New	+$3.6M	1.61%	13

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 22.96% 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

Crux Wealth Advisors's NULV Position: Q2 2026 in Review

Crux Wealth Advisors reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 1.4% in Q2 2026, selling an estimated $54.3K and leaving 79,972 shares worth $4M. The position accounts for 1.39% of the portfolio, ranked #16.

Crux Wealth Advisors first reported a position in NULV in Q2 2025 and has held it in 5 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Crux Wealth Advisors held 79,972 shares of Nuveen ESG Large-Cap Value ETF worth $4M as of Q2 2026.
Crux Wealth Advisors sold 1,099 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $54.3K.
Nuveen ESG Large-Cap Value ETF made up 1.39% of Crux Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Crux Wealth Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.