IFG
NULV icon

Independent Financial Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Independent Financial 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 		$263K Buy
+5,268
New +$260K ﹤0.01% 1327
2026
Q1 		– Sell
-4,838
Closed -$218K – 1497
2025
Q4 		$218K Buy
+4,838
New +$216K ﹤0.01% 1305

Other funds holding NULV

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Independent Financial Group's NULV Position: Q2 2026 in Review

Independent Financial Group opened a new position in Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026: 5,268 shares worth $263K. The stake represents ﹤0.01% of the portfolio and ranks #1327 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in NULV as recently as Q4 2025.

Independent Financial Group first reported a position in NULV in Q4 2025 and has held it in 2 quarters since. 269 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Independent Financial Group held 5,268 shares of Nuveen ESG Large-Cap Value ETF worth $263K as of Q2 2026.
  • Nuveen ESG Large-Cap Value ETF was a new Independent Financial Group position in Q2 2026.
  • Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1327 holding.
  • Independent Financial Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 269 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.