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Falcon Wealth Planning’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Falcon Wealth Planning’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 		$1.62M Sell
32,406
-1,104
-3% -$54.6K 0.1% 68
2026
Q1 		$1.52M Sell
33,510
-2,915
-8% -$136K 0.1% 62
2025
Q4 		$1.64M Sell
36,425
-454
-1% -$20.3K 0.14% 57
2025
Q3 		$1.62M Buy
36,879
+6,804
+23% +$290K 0.15% 57
2025
Q2 		$1.26M Buy
30,075
+7,300
+32% +$291K 0.13% 62
2025
Q1 		$922K Buy
22,775
+4,656
+26% +$189K 0.1% 67
2024
Q4 		$713K Sell
18,119
-1,426
-7% -$59.2K 0.08% 79
2024
Q3 		$815K Buy
19,545
+3,363
+21% +$133K 0.1% 69
2024
Q2 		$612K Buy
16,182
+483
+3% +$18.2K 0.08% 69
2024
Q1 		$610K Buy
15,699
+1,292
+9% +$47.4K 0.1% 70
2023
Q4 		$517K Sell
14,407
-1,360
-9% -$46.5K 0.09% 70
2023
Q3 		$530K Buy
15,767
+2,152
+16% +$75.2K 0.11% 59
2023
Q2 		$472K Buy
13,615
+4,153
+44% +$141K 0.11% 61
2023
Q1 		$322K Buy
9,462
+1,709
+22% +$58.9K 0.08% 71
2022
Q4 		$265K Buy
+7,753
New +$265K 0.08% 75

Other funds holding NULV

Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
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

Falcon Wealth Planning's NULV Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 3.3% in Q2 2026, selling an estimated $54.6K and leaving 32,406 shares worth $1.62M. The position accounts for 0.1% of the portfolio, ranked #68.

Falcon Wealth Planning first reported a position in NULV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.64M in Q4 2025. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Falcon Wealth Planning held 32,406 shares of Nuveen ESG Large-Cap Value ETF worth $1.62M as of Q2 2026.
  • Falcon Wealth Planning sold 1,104 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $54.6K.
  • Nuveen ESG Large-Cap Value ETF made up 0.1% of Falcon Wealth Planning's portfolio in Q2 2026, its #68 holding.
  • Falcon Wealth Planning first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Falcon Wealth Planning's Nuveen ESG Large-Cap Value ETF position peaked at $1.64M in Q4 2025.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.