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D.A. Davidson & Co’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

D.A. Davidson & Co’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 		$587K Sell
11,752
-266
-2% -$13.1K ﹤0.01% 1152
2026
Q1 		$547K Sell
12,018
-218
-2% -$10.2K ﹤0.01% 1146
2025
Q4 		$551K Sell
12,236
-81
-0.7% -$3.62K ﹤0.01% 1110
2025
Q3 		$540K Hold
12,317
– – ﹤0.01% 1098
2025
Q2 		$516K Buy
12,317
+711
+6% +$28.3K ﹤0.01% 1040
2025
Q1 		$470K Sell
11,606
-151
-1% -$6.12K ﹤0.01% 1053
2024
Q4 		$463K Sell
11,757
-2,787
-19% -$116K ﹤0.01% 1044
2024
Q3 		$607K Buy
14,544
+1,090
+8% +$43.2K 0.01% 944
2024
Q2 		$508K Buy
13,454
+776
+6% +$29.3K ﹤0.01% 973
2024
Q1 		$493K Sell
12,678
-499
-4% -$18.3K ﹤0.01% 990
2023
Q4 		$473K Sell
13,177
-2,887
-18% -$98.6K ﹤0.01% 983
2023
Q3 		$540K Hold
16,064
– – 0.01% 874
2023
Q2 		$557K Buy
16,064
+3,028
+23% +$102K 0.01% 893
2023
Q1 		$444K Buy
13,036
+1,683
+15% +$58K 0.01% 922
2022
Q4 		$389K Hold
11,353
– – ﹤0.01% 939
2022
Q3 		$350K Sell
11,353
-2,248
-17% -$76.8K ﹤0.01% 945
2022
Q2 		$454K Buy
13,601
+59
+0.4% +$2.12K 0.01% 853
2022
Q1 		$515K Sell
13,542
-249
-2% -$9.36K 0.01% 870
2021
Q4 		$536K Sell
13,791
-214
-2% -$8.35K 0.01% 855
2021
Q3 		$525K Buy
14,005
+191
+1% +$7.32K 0.01% 828
2021
Q2 		$521K Buy
13,814
+802
+6% +$30.2K 0.01% 819
2021
Q1 		$471K Buy
+13,012
New +$446K 0.01% 824
2020
Q2 		– Sell
-9,749
Closed -$238K – 997
2020
Q1 		$238K Buy
+9,749
New +$292K ﹤0.01% 821

Other funds holding NULV

Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
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

D.A. Davidson & Co's NULV Position: Q2 2026 in Review

D.A. Davidson & Co reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 2.2% in Q2 2026, selling an estimated $13.1K and leaving 11,752 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

D.A. Davidson & Co first reported a position in NULV in Q1 2020 and has held it in 23 quarters since. The position peaked at $607K in Q3 2024. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • D.A. Davidson & Co held 11,752 shares of Nuveen ESG Large-Cap Value ETF worth $587K as of Q2 2026.
  • D.A. Davidson & Co sold 266 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $13.1K.
  • Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1152 holding.
  • D.A. Davidson & Co first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2020 and has held it in 23 quarters since.
  • D.A. Davidson & Co's Nuveen ESG Large-Cap Value ETF position peaked at $607K in Q3 2024.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.