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

Kestra Advisory Services’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 		$1.91M Buy
41,915
+997
+2% +$46.5K 0.01% 1334
2025
Q4 		$1.84M Buy
40,918
+7,230
+21% +$323K 0.01% 1263
2025
Q3 		$1.48M Buy
33,688
+27,380
+434% +$1.17M 0.01% 1338
2025
Q2 		$264K Sell
6,308
-2,915
-32% -$116K ﹤0.01% 2448
2025
Q1 		$373K Buy
9,223
+1,807
+24% +$73.3K ﹤0.01% 2013
2024
Q4 		$292K Buy
7,416
+27
+0.4% +$1.12K ﹤0.01% 2238
2024
Q3 		$308K Sell
7,389
-7,506
-50% -$297K ﹤0.01% 2064
2024
Q2 		$563K Buy
14,895
+5,074
+52% +$192K ﹤0.01% 1702
2024
Q1 		$382K Buy
9,821
+457
+5% +$16.8K ﹤0.01% 1842
2023
Q4 		$336K Buy
9,364
+1,512
+19% +$51.7K ﹤0.01% 1772
2023
Q3 		$264K Sell
7,852
-1,731
-18% -$60.5K ﹤0.01% 1752
2023
Q2 		$332K Sell
9,583
-201
-2% -$6.8K ﹤0.01% 1549
2023
Q1 		$333K Sell
9,784
-159
-2% -$5.48K ﹤0.01% 1501
2022
Q4 		$340K Buy
9,943
+161
+2% +$5.5K ﹤0.01% 1648
2022
Q3 		$302K Sell
9,782
-326
-3% -$11.1K ﹤0.01% 1588
2022
Q2 		$337K Buy
10,108
+2,280
+29% +$81.8K ﹤0.01% 1548
2022
Q1 		$298K Buy
7,828
+793
+11% +$29.8K ﹤0.01% 1599
2021
Q4 		$273K Sell
7,035
-710
-9% -$27.7K ﹤0.01% 1653
2021
Q3 		$290K Buy
+7,745
New +$297K ﹤0.01% 1698

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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

Kestra Advisory Services increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 2.4% in Q1 2026, buying an estimated $46.5K and bringing the position to 41,915 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #1334.

Kestra Advisory Services first reported a position in NULV in Q3 2021 and has held it in 19 quarters since. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

  • Kestra Advisory Services held 41,915 shares of Nuveen ESG Large-Cap Value ETF worth $1.91M as of Q1 2026.
  • Kestra Advisory Services bought 997 Nuveen ESG Large-Cap Value ETF shares in Q1 2026, an estimated $46.5K.
  • Nuveen ESG Large-Cap Value ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1334 holding.
  • Kestra Advisory Services first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2021 and has held it in 19 quarters since.
  • 278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

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