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 Q3	$22.4K	Hold	425	–	–	0.01%	646
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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

EWA

Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Elevation Wealth Partners's NULV Position: Q3 2026 in Review

Elevation Wealth Partners held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q3 2026 at 425 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #646.

Elevation Wealth Partners first reported a position in NULV in Q4 2023 and has held it in 12 quarters since. 15 funds tracked by Wall St. Rank hold NULV as of Q3 2026.

Elevation Wealth Partners held 425 shares of Nuveen ESG Large-Cap Value ETF worth $22.4K as of Q3 2026.
Elevation Wealth Partners left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q3 2026.
Nuveen ESG Large-Cap Value ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #646 holding.
Elevation Wealth Partners first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
15 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.