Journey Strategic Wealth’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Journey Strategic Wealth’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	$1.38M	Buy	30,399 +911	+3%	+$42.5K	0.03%	141
2025 Q4	$1.33M	Buy	29,488 +1,377	+5%	+$61.5K	0.03%	137
2025 Q3	$1.23M	Buy	28,111 +1,711	+6%	+$73K	0.03%	140
2025 Q2	$1.11M	Buy	26,400 +498	+2%	+$19.8K	0.04%	153
2025 Q1	$1.05M	Buy	25,902 +1,381	+6%	+$56K	0.04%	130
2024 Q4	$965K	Buy	24,521 +8,240	+51%	+$342K	0.04%	129
2024 Q3	$679K	Buy	16,281 +6,063	+59%	+$240K	0.02%	173
2024 Q2	$386K	Buy	+10,218	New	+$386K	0.02%	203

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

Journey Strategic Wealth's NULV Position: Q1 2026 in Review

Journey Strategic Wealth increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 3.1% in Q1 2026, buying an estimated $42.5K and bringing the position to 30,399 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #141.

Journey Strategic Wealth first reported a position in NULV in Q2 2024 and has held it in 8 quarters since. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

Journey Strategic Wealth held 30,399 shares of Nuveen ESG Large-Cap Value ETF worth $1.38M as of Q1 2026.
Journey Strategic Wealth bought 911 Nuveen ESG Large-Cap Value ETF shares in Q1 2026, an estimated $42.5K.
Nuveen ESG Large-Cap Value ETF made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #141 holding.
Journey Strategic Wealth first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.