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

Invera Wealth 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 Q1	$3.15M	Sell	69,295 -17,543	-20%	-$819K	2.02%	17
2025 Q4	$3.91M	Sell	86,838 -4,696	-5%	-$210K	2.47%	13
2025 Q3	$4.01M	Sell	91,534 -1,912	-2%	-$81.6K	2.47%	14
2025 Q2	$3.92M	Sell	93,446 -1,884	-2%	-$75K	2.55%	14
2025 Q1	$3.86M	Sell	95,330 -182	-0.2%	-$7.38K	2.49%	11
2024 Q4	$3.91M	Sell	95,512 -1,145	-1%	-$47.5K	3.87%	12
2024 Q3	$4.07M	Sell	96,657 -19,020	-16%	-$753K	4.05%	11
2024 Q2	$4.45M	Buy	115,677 +1,850	+2%	+$69.9K	4.56%	9
2024 Q1	$4.17M	Buy	113,827 +2,120	+2%	+$77.8K	3.54%	8
2023 Q4	$4.01M	Buy	+111,707	New	+$3.82M	2.51%	10

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Invera Wealth Advisors's NULV Position: Q1 2026 in Review

Invera Wealth Advisors reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 20% in Q1 2026, selling an estimated $819K and leaving 69,295 shares worth $3.15M. The position accounts for 2.02% of the portfolio, ranked #17.

Invera Wealth Advisors first reported a position in NULV in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.45M in Q2 2024. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

Invera Wealth Advisors held 69,295 shares of Nuveen ESG Large-Cap Value ETF worth $3.15M as of Q1 2026.
Invera Wealth Advisors sold 17,543 Nuveen ESG Large-Cap Value ETF shares in Q1 2026, an estimated $819K.
Nuveen ESG Large-Cap Value ETF made up 2.02% of Invera Wealth Advisors's portfolio in Q1 2026, its #17 holding.
Invera Wealth Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
Invera Wealth Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $4.45M in Q2 2024.
278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.