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Kestra Advisory Services’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

Kestra Advisory Services’s Portfolio NULC Stock Details NULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,337
Closed -$160K – 3980
2025
Q4 		$160K Buy
+3,337
New +$172K ﹤0.01% 3073

Other funds holding NULC

TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Kestra Advisory Services's NULC Position: Q1 2026 in Review

Kestra Advisory Services sold out of Nuveen ESG Large-Cap ETF (NULC) in Q1 2026, closing a stake of 3,337 shares — an estimated $160K sold.

Kestra Advisory Services first reported a position in NULC in Q4 2025 and held it in 1 quarter. The position peaked at $160K in Q4 2025. 16 funds tracked by Wall St. Rank hold NULC as of Q1 2026.

  • Kestra Advisory Services reported no remaining Nuveen ESG Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,337 Nuveen ESG Large-Cap ETF shares in Q1 2026, an estimated $160K.
  • Kestra Advisory Services first reported a position in Nuveen ESG Large-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Nuveen ESG Large-Cap ETF position peaked at $160K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.