Great Valley Advisor Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Great Valley Advisor Group’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	$467K	Sell	9,334 -90	-1%	-$4.45K	0.01%	744
2026 Q1	$429K	Sell	9,424 -428	-4%	-$20K	0.01%	720
2025 Q4	$444K	Sell	9,852 -67	-0.7%	-$2.99K	0.01%	660
2025 Q3	$434K	Buy	9,919 +74	+0.8%	+$3.16K	0.01%	663
2025 Q2	$413K	Sell	9,845 -193	-2%	-$7.68K	0.01%	658
2025 Q1	$406K	Buy	10,038 +1,239	+14%	+$50.2K	0.01%	641
2024 Q4	$346K	Buy	8,799 +355	+4%	+$14.7K	0.01%	660
2024 Q3	$353K	Buy	8,444 +93	+1%	+$3.68K	0.01%	644
2024 Q2	$316K	Sell	8,351 -104	-1%	-$3.93K	0.01%	632
2024 Q1	$328K	Sell	8,455 -11	-0.1%	-$404	0.01%	585
2023 Q4	$304K	Buy	+8,466	New	+$289K	0.01%	570

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

Great Valley Advisor Group's NULV Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.96% in Q2 2026, selling an estimated $4.45K and leaving 9,334 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #744.

Great Valley Advisor Group first reported a position in NULV in Q4 2023 and has held it in 11 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Great Valley Advisor Group held 9,334 shares of Nuveen ESG Large-Cap Value ETF worth $467K as of Q2 2026.
Great Valley Advisor Group sold 90 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $4.45K.
Nuveen ESG Large-Cap Value ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #744 holding.
Great Valley Advisor Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.