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NULV icon

DDFG Inc’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

DDFG Inc’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 		$635K Sell
12,699
-176
-1% -$8.7K 0.13% 52
2026
Q1 		$586K Buy
12,875
+221
+2% +$10.3K 0.13% 50
2025
Q4 		$570K Sell
12,654
-110
-0.9% -$4.91K 0.12% 49
2025
Q3 		$559K Sell
12,764
-377
-3% -$16.1K 0.13% 50
2025
Q2 		$551K Hold
13,141
– – 0.14% 49
2025
Q1 		$532K Buy
13,141
+2,222
+20% +$90.1K 0.15% 46
2024
Q4 		$430K Sell
10,919
-627
-5% -$26K 0.12% 51
2024
Q3 		$482K Buy
11,546
+55
+0.5% +$2.18K 0.14% 50
2024
Q2 		$434K Sell
11,491
-682
-6% -$25.8K 0.13% 51
2024
Q1 		$473K Sell
12,173
-712
-6% -$26.1K 0.15% 46
2023
Q4 		$463K Buy
12,885
+312
+2% +$10.7K 0.16% 46
2023
Q3 		$422K Buy
12,573
+1,504
+14% +$52.6K 0.16% 46
2023
Q2 		$384K Hold
11,069
– – 0.14% 50
2023
Q1 		$377K Buy
11,069
+266
+2% +$9.17K 0.15% 45
2022
Q4 		$370K Buy
+10,803
New +$369K 0.15% 46

Other funds holding NULV

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 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

DDFG Inc's NULV Position: Q2 2026 in Review

DDFG Inc reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 1.4% in Q2 2026, selling an estimated $8.7K and leaving 12,699 shares worth $635K. The position accounts for 0.13% of the portfolio, ranked #52.

DDFG Inc first reported a position in NULV in Q4 2022 and has held it in 15 quarters since. 134 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • DDFG Inc held 12,699 shares of Nuveen ESG Large-Cap Value ETF worth $635K as of Q2 2026.
  • DDFG Inc sold 176 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $8.7K.
  • Nuveen ESG Large-Cap Value ETF made up 0.13% of DDFG Inc's portfolio in Q2 2026, its #52 holding.
  • DDFG Inc first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 134 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.