Equita Financial Network’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Equita Financial Network’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	$2.91M	Buy	58,118 +5,315	+10%	+$263K	0.81%	26
2026 Q1	$2.4M	Buy	52,803 +2,981	+6%	+$139K	0.76%	26
2025 Q4	$2.24M	Buy	49,822 +3,843	+8%	+$172K	0.68%	28
2025 Q3	$2.02M	Sell	45,979 -2,602	-5%	-$111K	0.68%	27
2025 Q2	$2.04M	Sell	48,581 -786	-2%	-$31.3K	0.81%	25
2025 Q1	$2M	Buy	49,367 +4,158	+9%	+$169K	0.7%	30
2024 Q4	$1.78M	Buy	45,209 +2,145	+5%	+$89.1K	0.64%	33
2024 Q3	$1.8M	Buy	43,064 +3,610	+9%	+$143K	0.66%	32
2024 Q2	$1.49M	Sell	39,454 -62	-0.2%	-$2.34K	0.62%	33
2024 Q1	$1.54M	Buy	39,516 +4,971	+14%	+$183K	0.69%	31
2023 Q4	$1.24M	Buy	34,545 +443	+1%	+$15.1K	0.66%	34
2023 Q3	$1.15M	Buy	+34,102	New	+$1.19M	0.7%	29

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

Equita Financial Network's NULV Position: Q2 2026 in Review

Equita Financial Network increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 10% in Q2 2026, buying an estimated $263K and bringing the position to 58,118 shares worth $2.91M. The position accounts for 0.81% of the portfolio, ranked #26.

Equita Financial Network first reported a position in NULV in Q3 2023 and has held it in 12 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Equita Financial Network held 58,118 shares of Nuveen ESG Large-Cap Value ETF worth $2.91M as of Q2 2026.
Equita Financial Network bought 5,315 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $263K.
Nuveen ESG Large-Cap Value ETF made up 0.81% of Equita Financial Network's portfolio in Q2 2026, its #26 holding.
Equita Financial Network first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.