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Jeff Yass’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Jeff Yass’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 		– Sell
-35,964
Closed -$1.64M – 14186
2026
Q1 		$1.64M Sell
35,964
-13,426
-27% -$627K ﹤0.01% 6638
2025
Q4 		$2.23M Buy
49,390
+25,118
+103% +$1.12M ﹤0.01% 5429
2025
Q3 		$1.06M Buy
+24,272
New +$1.04M ﹤0.01% 7220
2025
Q1 		– Sell
-11,060
Closed -$435K – 13147
2024
Q4 		$435K Sell
11,060
-11,507
-51% -$478K ﹤0.01% 9018
2024
Q3 		$941K Buy
22,567
+16,865
+296% +$668K ﹤0.01% 6923
2024
Q2 		$215K Sell
5,702
-37,488
-87% -$1.42M ﹤0.01% 10196
2024
Q1 		$1.68M Buy
43,190
+26,147
+153% +$960K ﹤0.01% 5748
2023
Q4 		$612K Sell
17,043
-1,933
-10% -$66K ﹤0.01% 8168
2023
Q3 		$637K Sell
18,976
-84,463
-82% -$2.95M ﹤0.01% 7668
2023
Q2 		$3.58M Buy
103,439
+33,675
+48% +$1.14M ﹤0.01% 4070
2023
Q1 		$2.38M Buy
69,764
+59,904
+608% +$2.06M ﹤0.01% 4789
2022
Q4 		$338K Sell
9,860
-2,333
-19% -$79.7K ﹤0.01% 8810
2022
Q3 		$376K Buy
12,193
+4,662
+62% +$159K ﹤0.01% 9211
2022
Q2 		$251K Buy
+7,531
New +$270K ﹤0.01% 10044
2021
Q3 		– Sell
-13,788
Closed -$520K – 13299
2021
Q2 		$520K Sell
13,788
-20,400
-60% -$768K ﹤0.01% 9479
2021
Q1 		$1.24M Sell
34,188
-2,465
-7% -$84.5K ﹤0.01% 7154
2020
Q4 		$1.21M Buy
+36,653
New +$1.15M ﹤0.01% 6272
2020
Q3 		– Sell
-39,437
Closed -$1.1M – 10953
2020
Q2 		$1.1M Buy
39,437
+16,174
+70% +$436K ﹤0.01% 5698
2020
Q1 		$568K Buy
+23,263
New +$698K ﹤0.01% 6643
2019
Q4 		– Sell
-19,194
Closed -$600K – 10339
2019
Q3 		$600K Buy
+19,194
New +$585K ﹤0.01% 6868
2019
Q2 		– Sell
-27,516
Closed -$806K – 10640
2019
Q1 		$806K Buy
27,516
+18,637
+210% +$529K ﹤0.01% 5414
2018
Q4 		$232K Buy
+8,879
New +$256K ﹤0.01% 7470

Other funds holding NULV

Bank of America
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
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 $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
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

Jeff Yass's NULV Position: Q2 2026 in Review

Jeff Yass sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026, closing a stake of 35,964 shares — an estimated $1.64M sold.

Jeff Yass first reported a position in NULV in Q4 2018 and held it in 22 quarters. The position peaked at $3.58M in Q2 2023. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Jeff Yass reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 35,964 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $1.64M.
  • Jeff Yass first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2018 and held it in 22 quarters.
  • Jeff Yass's Nuveen ESG Large-Cap Value ETF position peaked at $3.58M in Q2 2023.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.