JBA
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Johnson Bixby & Associates’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Johnson Bixby & Associates’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 		$378K Sell
7,565
-25
-0.3% -$1.24K 0.04% 96
2026
Q1 		$345K Sell
7,590
-2,217
-23% -$103K 0.04% 93
2025
Q4 		$442K Sell
9,807
-2,276
-19% -$102K 0.05% 77
2025
Q3 		$530K Sell
12,083
-1,128
-9% -$48.1K 0.07% 67
2025
Q2 		$554K Sell
13,211
-927
-7% -$36.9K 0.08% 64
2025
Q1 		$572K Sell
14,138
-10,602
-43% -$430K 0.09% 58
2024
Q4 		$974K Buy
24,740
+805
+3% +$33.4K 0.15% 49
2024
Q3 		$999K Sell
23,935
-1,784
-7% -$70.6K 0.15% 47
2024
Q2 		$972K Sell
25,719
-990
-4% -$37.4K 0.16% 46
2024
Q1 		$1.04M Buy
26,709
+603
+2% +$22.1K 0.18% 42
2023
Q4 		$937K Sell
26,106
-222
-0.8% -$7.58K 0.18% 45
2023
Q3 		$884K Sell
26,328
-808
-3% -$28.2K 0.18% 47
2023
Q2 		$940K Sell
27,136
-6,148
-18% -$208K 0.19% 45
2023
Q1 		$1.13M Buy
33,284
+1,521
+5% +$52.4K 0.25% 41
2022
Q4 		$1.09M Buy
31,763
+6,532
+26% +$223K 0.25% 41
2022
Q3 		$779K Buy
25,231
+7,091
+39% +$242K 0.2% 49
2022
Q2 		$606K Buy
18,140
+6,456
+55% +$232K 0.15% 51
2022
Q1 		$444K Buy
+11,684
New +$439K 0.11% 51

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

Johnson Bixby & Associates's NULV Position: Q2 2026 in Review

Johnson Bixby & Associates reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.33% in Q2 2026, selling an estimated $1.24K and leaving 7,565 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #96.

Johnson Bixby & Associates first reported a position in NULV in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.13M in Q1 2023. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Johnson Bixby & Associates held 7,565 shares of Nuveen ESG Large-Cap Value ETF worth $378K as of Q2 2026.
  • Johnson Bixby & Associates sold 25 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $1.24K.
  • Nuveen ESG Large-Cap Value ETF made up 0.04% of Johnson Bixby & Associates's portfolio in Q2 2026, its #96 holding.
  • Johnson Bixby & Associates first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Johnson Bixby & Associates's Nuveen ESG Large-Cap Value ETF position peaked at $1.13M in Q1 2023.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.