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Kelsey Financial’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Kelsey Financial’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 		– Sell
-6,071
Closed -$273K – 65
2025
Q4 		$273K Buy
+6,071
New +$271K 0.23% 47

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

Kelsey Financial's NULV Position: Q1 2026 in Review

Kelsey Financial sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2026, closing a stake of 6,071 shares — an estimated $273K sold.

Kelsey Financial first reported a position in NULV in Q4 2025 and held it in 1 quarter. The position peaked at $273K in Q4 2025. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

  • Kelsey Financial reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Kelsey Financial sold 6,071 Nuveen ESG Large-Cap Value ETF shares in Q1 2026, an estimated $273K.
  • Kelsey Financial first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Kelsey Financial's Nuveen ESG Large-Cap Value ETF position peaked at $273K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on Kelsey Financial's 13F filing for Q1 2026, filed 6 May 2026.