Elevation Wealth Partners’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Elevation Wealth Partners’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	$21.2K	Hold	425	–	–	0.01%	572
2026 Q1	$19.3K	Hold	425	–	–	0.01%	385
2025 Q4	$19.1K	Hold	425	–	–	0.01%	381
2025 Q3	$18.6K	Hold	425	–	–	0.01%	336
2025 Q2	$17.8K	Hold	425	–	–	0.01%	326
2025 Q1	$17.2K	Hold	425	–	–	0.01%	323
2024 Q4	$16.7K	Hold	425	–	–	0.01%	326
2024 Q3	$17.7K	Hold	425	–	–	0.01%	307
2024 Q2	$16.1K	Hold	425	–	–	0.01%	305
2024 Q1	$16.5K	Hold	425	–	–	0.01%	309
2023 Q4	$14.3K	Buy	+425	New	+$14.5K	0.01%	304

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

Elevation Wealth Partners's NULV Position: Q2 2026 in Review

Elevation Wealth Partners held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q2 2026 at 425 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #572.

Elevation Wealth Partners first reported a position in NULV in Q4 2023 and has held it in 11 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Elevation Wealth Partners held 425 shares of Nuveen ESG Large-Cap Value ETF worth $21.2K as of Q2 2026.
Elevation Wealth Partners left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Value ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #572 holding.
Elevation Wealth Partners first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.