Denver Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Denver Wealth Management’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	$237K	Buy	4,741 +2	+0%	+$99	0.07%	98
2026 Q1	$216K	Sell	4,739 -703	-13%	-$32.8K	0.07%	99
2025 Q4	$245K	Buy	5,442 +41	+0.8%	+$1.83K	0.09%	81
2025 Q3	$237K	Buy	5,401 +41	+0.8%	+$1.75K	0.09%	85
2025 Q2	$225K	Buy	+5,360	New	+$213K	0.09%	83
2025 Q1	–	Sell	-6,017	Closed	-$237K	–	89
2024 Q4	$237K	Buy	6,017 +74	+1%	+$3.07K	0.11%	76
2024 Q3	$248K	Buy	5,943 +300	+5%	+$11.9K	0.11%	79
2024 Q2	$213K	Buy	+5,643	New	+$213K	0.11%	80

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

Denver Wealth Management's NULV Position: Q2 2026 in Review

Denver Wealth Management increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.04% in Q2 2026, buying an estimated $99 and bringing the position to 4,741 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #98.

Denver Wealth Management first reported a position in NULV in Q2 2024 and has held it in 8 quarters since. The position peaked at $248K in Q3 2024. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Denver Wealth Management held 4,741 shares of Nuveen ESG Large-Cap Value ETF worth $237K as of Q2 2026.
Denver Wealth Management bought 2 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $99.
Nuveen ESG Large-Cap Value ETF made up 0.07% of Denver Wealth Management's portfolio in Q2 2026, its #98 holding.
Denver Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
Denver Wealth Management's Nuveen ESG Large-Cap Value ETF position peaked at $248K in Q3 2024.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.