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

Curtis Advisory Group’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	$1.33M	Sell	26,524 -2,015	-7%	-$99.6K	0.26%	61
2026 Q1	$1.3M	Buy	28,539 +1,793	+7%	+$83.7K	0.28%	59
2025 Q4	$1.2M	Hold	26,746	–	–	0.25%	57
2025 Q3	$1.17M	Buy	26,746 +1,245	+5%	+$53.1K	0.27%	50
2025 Q2	$1.07M	Hold	25,501	–	–	0.27%	49
2025 Q1	$1.03M	Hold	25,501	–	–	0.3%	50
2024 Q4	$1M	Sell	25,501 -228	-0.9%	-$9.47K	0.27%	49
2024 Q3	$1.07M	Sell	25,729 -764	-3%	-$30.3K	0.3%	45
2024 Q2	$1M	Buy	26,493 +468	+2%	+$17.7K	0.35%	45
2024 Q1	$1.01M	Buy	26,025 +10,548	+68%	+$387K	0.39%	46
2023 Q4	$556K	Hold	15,477	–	–	0.25%	51
2023 Q3	$520K	Hold	15,477	–	–	0.17%	56
2023 Q2	$536K	Buy	15,477 +7,396	+92%	+$250K	0.17%	57
2023 Q1	$275K	Buy	+8,081	New	+$278K	0.1%	74

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

Curtis Advisory Group's NULV Position: Q2 2026 in Review

Curtis Advisory Group reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 7.1% in Q2 2026, selling an estimated $99.6K and leaving 26,524 shares worth $1.33M. The position accounts for 0.26% of the portfolio, ranked #61.

Curtis Advisory Group first reported a position in NULV in Q1 2023 and has held it in 14 quarters since. 280 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Curtis Advisory Group held 26,524 shares of Nuveen ESG Large-Cap Value ETF worth $1.33M as of Q2 2026.
Curtis Advisory Group sold 2,015 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $99.6K.
Nuveen ESG Large-Cap Value ETF made up 0.26% of Curtis Advisory Group's portfolio in Q2 2026, its #61 holding.
Curtis Advisory Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
280 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.