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

Kestra Private Wealth 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	$891K	Hold	17,826	–	–	0.01%	962
2026 Q1	$811K	Sell	17,826 -124	-0.7%	-$5.79K	0.01%	952
2025 Q4	$809K	Buy	17,950 +6	+0%	+$268	0.01%	899
2025 Q3	$786K	Hold	17,944	–	–	0.01%	888
2025 Q2	$752K	Hold	17,944	–	–	0.01%	857
2025 Q1	$727K	Hold	17,944	–	–	0.01%	798
2024 Q4	$706K	Buy	17,944 +7	+0%	+$291	0.01%	772
2024 Q3	$748K	Sell	17,937 -1,559	-8%	-$61.7K	0.01%	719
2024 Q2	$737K	Buy	19,496 +418	+2%	+$15.8K	0.01%	686
2024 Q1	$741K	Buy	19,078 +1,479	+8%	+$54.3K	0.02%	649
2023 Q4	$632K	Sell	17,599 -107	-0.6%	-$3.66K	0.02%	653
2023 Q3	$595K	Hold	17,706	–	–	0.02%	612
2023 Q2	$614K	Hold	17,706	–	–	0.02%	573
2023 Q1	$603K	Buy	17,706 +107	+0.6%	+$3.69K	0.02%	548
2022 Q4	$603K	Sell	17,599 -19	-0.1%	-$649	0.03%	479
2022 Q3	$544K	Hold	17,618	–	–	0.03%	469
2022 Q2	$588K	Hold	17,618	–	–	0.03%	458
2022 Q1	$670K	Hold	17,618	–	–	0.03%	478
2021 Q4	$685K	Buy	+17,618	New	+$687K	0.03%	494

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 Private Wealth Services's NULV Position: Q2 2026 in Review

Kestra Private Wealth Services held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q2 2026 at 17,826 shares worth $891K. The position accounts for 0.01% of the portfolio, ranked #962.

Kestra Private Wealth Services first reported a position in NULV in Q4 2021 and has held it in 19 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Kestra Private Wealth Services held 17,826 shares of Nuveen ESG Large-Cap Value ETF worth $891K as of Q2 2026.
Kestra Private Wealth Services left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Value ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #962 holding.
Kestra Private Wealth Services first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

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