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 Q2	$1.67M	Sell	33,318 -35,977	-52%	-$1.78M	0.89%	33
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 $1.55T 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

Invera Wealth Advisors's NULV Position: Q2 2026 in Review

Invera Wealth Advisors reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 52% in Q2 2026, selling an estimated $1.78M and leaving 33,318 shares worth $1.67M. The position accounts for 0.89% of the portfolio, ranked #33.

Invera Wealth Advisors first reported a position in NULV in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.45M in Q2 2024. 280 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Invera Wealth Advisors held 33,318 shares of Nuveen ESG Large-Cap Value ETF worth $1.67M as of Q2 2026.
Invera Wealth Advisors sold 35,977 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $1.78M.
Nuveen ESG Large-Cap Value ETF made up 0.89% of Invera Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Invera Wealth Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Invera Wealth Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $4.45M in Q2 2024.
280 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.