IFP Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

IFP Advisors’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	$24.2K	Sell	484 -1,329	-73%	-$65.7K	﹤0.01%	2854
2026 Q1	$82.5K	Hold	1,813	–	–	﹤0.01%	1971
2025 Q4	$81.7K	Buy	+1,813	New	+$81K	﹤0.01%	1923
2024 Q2	–	Sell	-60	Closed	-$2.33K	–	3306
2024 Q1	$2.33K	Hold	60	–	–	﹤0.01%	2651
2023 Q4	$2.15K	Hold	60	–	–	﹤0.01%	2662
2023 Q3	$2.02K	Hold	60	–	–	﹤0.01%	2837
2023 Q2	$2.08K	Buy	+60	New	+$2.03K	﹤0.01%	2866
2023 Q1	–	Sell	-184,562	Closed	-$5.28M	–	4087
2022 Q4	$5.28M	Buy	184,562 +70,296	+62%	+$2.4M	0.14%	137
2022 Q3	$3.27M	Buy	114,266 +1,206	+1%	+$41.2K	0.09%	257
2022 Q2	$3.24M	Hold	113,060	–	–	0.1%	228
2022 Q1	$3.24M	Buy	+113,060	New	+$4.25M	0.1%	228
2019 Q1	$14K	Hold	475	–	–	﹤0.01%	1473
2018 Q4	$12K	Sell	475 -208	-30%	-$5.99K	﹤0.01%	2419
2018 Q3	$21K	Hold	683	–	–	﹤0.01%	2431
2018 Q2	$19K	Sell	683 -838	-55%	-$23.9K	﹤0.01%	2502
2018 Q1	$43K	Hold	1,521	–	–	﹤0.01%	1910
2017 Q4	$43K	Buy	+1,521	New	+$42.6K	﹤0.01%	1931

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

IFP Advisors's NULV Position: Q2 2026 in Review

IFP Advisors reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 73% in Q2 2026, selling an estimated $65.7K and leaving 484 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2854.

IFP Advisors first reported a position in NULV in Q4 2017 and has held it in 17 quarters since. The position peaked at $5.28M in Q4 2022. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

IFP Advisors held 484 shares of Nuveen ESG Large-Cap Value ETF worth $24.2K as of Q2 2026.
IFP Advisors sold 1,329 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $65.7K.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2854 holding.
IFP Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2017 and has held it in 17 quarters since.
IFP Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $5.28M in Q4 2022.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.