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

Golden State 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 Q1	–	Sell	-660	Closed	-$29.8K	–	1694
2025 Q4	$29.8K	Buy	660 +10	+2%	+$447	﹤0.01%	823
2025 Q3	$28.5K	Hold	650	–	–	﹤0.01%	827
2025 Q2	$27.2K	Buy	650 +27	+4%	+$1.07K	﹤0.01%	803
2025 Q1	$25.2K	Hold	623	–	–	﹤0.01%	746
2024 Q4	$24.5K	Buy	+623	New	+$25.9K	﹤0.01%	724

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 22.9% 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

Golden State Wealth Management's NULV Position: Q1 2026 in Review

Golden State Wealth Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2026, closing a stake of 660 shares — an estimated $29.8K sold.

Golden State Wealth Management first reported a position in NULV in Q4 2024 and held it in 5 quarters. The position peaked at $29.8K in Q4 2025. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

Golden State Wealth Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 660 Nuveen ESG Large-Cap Value ETF shares in Q1 2026, an estimated $29.8K.
Golden State Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2024 and held it in 5 quarters.
Golden State Wealth Management's Nuveen ESG Large-Cap Value ETF position peaked at $29.8K in Q4 2025.
278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.