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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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