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 Q2	$2.19M	Buy	43,879 +1,964	+5%	+$97.1K	0.01%	1281
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 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

Kestra Advisory Services's NULV Position: Q2 2026 in Review

Kestra Advisory Services increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 4.7% in Q2 2026, buying an estimated $97.1K and bringing the position to 43,879 shares worth $2.19M. The position accounts for 0.01% of the portfolio, ranked #1281.

Kestra Advisory Services first reported a position in NULV in Q3 2021 and has held it in 20 quarters since. 280 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Kestra Advisory Services held 43,879 shares of Nuveen ESG Large-Cap Value ETF worth $2.19M as of Q2 2026.
Kestra Advisory Services bought 1,964 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $97.1K.
Nuveen ESG Large-Cap Value ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1281 holding.
Kestra Advisory Services first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2021 and has held it in 20 quarters since.
280 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.