Gateway Wealth Partners’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Gateway Wealth Partners’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	$1.61M	Sell	32,262 -37,299	-54%	-$1.84M	0.1%	221
2026 Q1	$3.16M	Buy	69,561 +23,802	+52%	+$1.11M	0.12%	185
2025 Q4	$2.06M	Buy	45,759 +1,322	+3%	+$59.1K	0.23%	118
2025 Q3	$1.95M	Buy	44,437 +13,671	+44%	+$583K	0.26%	99
2025 Q2	$1.29M	Sell	30,766 -68	-0.2%	-$2.71K	0.24%	100
2025 Q1	$1.25M	Buy	30,834 +360	+1%	+$14.6K	0.28%	93
2024 Q4	$1.2M	Buy	30,474 +714	+2%	+$29.6K	0.31%	79
2024 Q3	$1.24M	Buy	29,760 +832	+3%	+$32.9K	0.34%	71
2024 Q2	$1.09M	Sell	28,928 -200	-0.7%	-$7.55K	0.33%	75
2024 Q1	$1.13M	Sell	29,128 -144	-0.5%	-$5.29K	0.41%	67
2023 Q4	$1.05M	Buy	+29,272	New	+$1M	0.42%	61

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

Gateway Wealth Partners's NULV Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 54% in Q2 2026, selling an estimated $1.84M and leaving 32,262 shares worth $1.61M. The position accounts for 0.1% of the portfolio, ranked #221.

Gateway Wealth Partners first reported a position in NULV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.16M in Q1 2026. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Gateway Wealth Partners held 32,262 shares of Nuveen ESG Large-Cap Value ETF worth $1.61M as of Q2 2026.
Gateway Wealth Partners sold 37,299 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $1.84M.
Nuveen ESG Large-Cap Value ETF made up 0.1% of Gateway Wealth Partners's portfolio in Q2 2026, its #221 holding.
Gateway Wealth Partners first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Gateway Wealth Partners's Nuveen ESG Large-Cap Value ETF position peaked at $3.16M in Q1 2026.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.