FFA
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Farther Finance Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Farther Finance Advisors’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 		$2.77M Buy
52,598
+5,883
+13% +$310K 0.02% 628
2026
Q2 		$2.34M Buy
46,715
+24,900
+114% +$1.23M 0.02% 671
2026
Q1 		$1M Buy
21,815
+2,139
+11% +$99.8K 0.01% 966
2025
Q4 		$886K Buy
19,676
+7,934
+68% +$354K 0.01% 954
2025
Q3 		$515K Buy
+11,742
New +$501K 0.01% 1054
2025
Q1 		– Sell
-2,828
Closed -$111K – 4374
2024
Q4 		$111K Sell
2,828
-36
-1% -$1.5K ﹤0.01% 1264
2024
Q3 		$120K Hold
2,864
– – ﹤0.01% 1224
2024
Q2 		$108K Buy
2,864
+1,905
+199% +$72K 0.01% 1107
2024
Q1 		$37.1K Sell
959
-372
-28% -$13.7K ﹤0.01% 1289
2023
Q4 		$47.8K Buy
+1,331
New +$45.5K ﹤0.01% 1053

Other funds holding NULV

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SA
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
RW
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
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Farther Finance Advisors's NULV Position: Q3 2026 in Review

Farther Finance Advisors increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 13% in Q3 2026, buying an estimated $310K and bringing the position to 52,598 shares worth $2.77M. The position accounts for 0.02% of the portfolio, ranked #628.

Farther Finance Advisors first reported a position in NULV in Q4 2023 and has held it in 10 quarters since. 15 funds tracked by Wall St. Rank hold NULV as of Q3 2026.

  • Farther Finance Advisors held 52,598 shares of Nuveen ESG Large-Cap Value ETF worth $2.77M as of Q3 2026.
  • Farther Finance Advisors bought 5,883 Nuveen ESG Large-Cap Value ETF shares in Q3 2026, an estimated $310K.
  • Nuveen ESG Large-Cap Value ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #628 holding.
  • Farther Finance Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 15 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.