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 Q3	$1.37M	Sell	26,042 -482	-2%	-$25.4K	0.26%	58
2026 Q2	$1.33M	Sell	26,524 -2,015	-7%	-$100K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Curtis Advisory Group's NULV Position: Q3 2026 in Review

Curtis Advisory Group reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 1.8% in Q3 2026, selling an estimated $25.4K and leaving 26,042 shares worth $1.37M. The position accounts for 0.26% of the portfolio, ranked #58.

Curtis Advisory Group first reported a position in NULV in Q1 2023 and has held it in 15 quarters since. 203 funds tracked by Wall St. Rank hold NULV as of Q3 2026.

Curtis Advisory Group held 26,042 shares of Nuveen ESG Large-Cap Value ETF worth $1.37M as of Q3 2026.
Curtis Advisory Group sold 482 Nuveen ESG Large-Cap Value ETF shares in Q3 2026, an estimated $25.4K.
Nuveen ESG Large-Cap Value ETF made up 0.26% of Curtis Advisory Group's portfolio in Q3 2026, its #58 holding.
Curtis Advisory Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2023 and has held it in 15 quarters since.
203 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.