Focused Wealth Management
NULV icon

Focused Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Focused Wealth Management’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 		$375K Buy
7,124
+1,110
+18% +$58.4K 0.03% 148
2026
Q2 		$301K Buy
+6,014
New +$297K 0.03% 182
2024
Q1 		– Sell
-2,362
Closed -$84.8K – 694
2023
Q4 		$84.8K Buy
2,362
+354
+18% +$12.1K 0.01% 230
2023
Q3 		$67.4K Hold
2,008
– – 0.01% 256
2023
Q2 		$69.6K Buy
2,008
+903
+82% +$30.6K 0.01% 257
2023
Q1 		$37.6K Buy
1,105
+38
+4% +$1.31K 0.01% 349
2022
Q4 		$36.5K Buy
1,067
+852
+396% +$29.1K 0.01% 345
2022
Q3 		$7K Buy
+215
New +$7.35K ﹤0.01% 562

Other funds holding NULV

TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Focused Wealth Management's NULV Position: Q3 2026 in Review

Focused Wealth Management increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 18% in Q3 2026, buying an estimated $58.4K and bringing the position to 7,124 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #148.

Focused Wealth Management first reported a position in NULV in Q3 2022 and has held it in 8 quarters since. 234 funds tracked by Wall St. Rank hold NULV as of Q3 2026.

  • Focused Wealth Management held 7,124 shares of Nuveen ESG Large-Cap Value ETF worth $375K as of Q3 2026.
  • Focused Wealth Management bought 1,110 Nuveen ESG Large-Cap Value ETF shares in Q3 2026, an estimated $58.4K.
  • Nuveen ESG Large-Cap Value ETF made up 0.03% of Focused Wealth Management's portfolio in Q3 2026, its #148 holding.
  • Focused Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2022 and has held it in 8 quarters since.
  • 234 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2026.

Based on Focused Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.