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 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

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

Focused Wealth Management's NULV Position: Q2 2026 in Review

Focused Wealth Management opened a new position in Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026: 6,014 shares worth $301K. The stake represents 0.03% of the portfolio and ranks #182 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in NULV as recently as Q4 2023.

Focused Wealth Management first reported a position in NULV in Q3 2022 and has held it in 7 quarters since. 280 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Focused Wealth Management held 6,014 shares of Nuveen ESG Large-Cap Value ETF worth $301K as of Q2 2026.
Nuveen ESG Large-Cap Value ETF was a new Focused Wealth Management position in Q2 2026.
Nuveen ESG Large-Cap Value ETF made up 0.03% of Focused Wealth Management's portfolio in Q2 2026, its #182 holding.
Focused Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2022 and has held it in 7 quarters since.
280 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.