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

Key Financial Inc’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	$234K	Hold	4,681	–	–	0.04%	280
2026 Q1	$213K	Hold	4,681	–	–	0.04%	283
2025 Q4	$211K	Hold	4,681	–	–	0.04%	282
2025 Q3	$205K	Buy	4,681 +2,380	+103%	+$102K	0.04%	288
2025 Q2	$96.4K	Hold	2,301	–	–	0.02%	390
2025 Q1	$93.2K	Hold	2,301	–	–	0.02%	372
2024 Q4	$90.6K	Sell	2,301 -1,410	-38%	-$58.5K	0.02%	373
2024 Q3	$155K	Hold	3,711	–	–	0.03%	277
2024 Q2	$140K	Hold	3,711	–	–	0.03%	281
2024 Q1	$144K	Hold	3,711	–	–	0.04%	259
2023 Q4	$133K	Hold	3,711	–	–	0.04%	257
2023 Q3	$125K	Hold	3,711	–	–	0.04%	254
2023 Q2	$129K	Hold	3,711	–	–	0.04%	255
2023 Q1	$126K	Buy	3,711 +1,510	+69%	+$52K	0.05%	247
2022 Q4	$67.9K	Hold	2,201	–	–	0.03%	312
2022 Q3	$68K	Hold	2,201	–	–	0.03%	314
2022 Q2	$74K	Buy	2,201 +311	+16%	+$11.2K	0.04%	292
2022 Q1	$72K	Hold	1,890	–	–	0.04%	311
2021 Q4	$73K	Hold	1,890	–	–	0.04%	289
2021 Q3	$71K	Hold	1,890	–	–	0.04%	284
2021 Q2	$72K	Buy	1,890 +480	+34%	+$18.1K	0.04%	287
2021 Q1	$51K	Buy	1,410 +445	+46%	+$15.3K	0.03%	272
2020 Q4	$32K	Buy	+965	New	+$30.2K	0.02%	311

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

Key Financial Inc's NULV Position: Q2 2026 in Review

Key Financial Inc held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q2 2026 at 4,681 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #280.

Key Financial Inc first reported a position in NULV in Q4 2020 and has held it in 23 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Key Financial Inc held 4,681 shares of Nuveen ESG Large-Cap Value ETF worth $234K as of Q2 2026.
Key Financial Inc left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Value ETF made up 0.04% of Key Financial Inc's portfolio in Q2 2026, its #280 holding.
Key Financial Inc first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.