Kingswood Wealth Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Kingswood Wealth Advisors’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	$1.75M	Buy	34,917 +5,050	+17%	+$250K	0.07%	290
2026 Q1	$1.36M	Buy	29,867 +927	+3%	+$43.3K	0.06%	306
2025 Q4	$1.3M	Buy	28,940 +321	+1%	+$14.3K	0.06%	297
2025 Q3	$1.25M	Buy	28,619 +4,550	+19%	+$194K	0.08%	266
2025 Q2	$1.01M	Buy	24,069 +2,975	+14%	+$118K	0.08%	262
2025 Q1	$854K	Sell	21,094 -3,843	-15%	-$156K	0.08%	282
2024 Q4	$982K	Sell	24,937 -23,413	-48%	-$972K	0.07%	275
2024 Q3	$2.02M	Buy	48,350 +2,625	+6%	+$104K	0.14%	165
2024 Q2	$1.73M	Buy	45,725 +23,575	+106%	+$891K	0.16%	131
2024 Q1	$861K	Sell	22,150 -18,100	-45%	-$665K	0.1%	229
2023 Q4	$1.45M	Buy	40,250 +3,000	+8%	+$102K	0.16%	143
2023 Q3	$1.25M	Buy	+37,250	New	+$1.3M	0.21%	123

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

Kingswood Wealth Advisors's NULV Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 17% in Q2 2026, buying an estimated $250K and bringing the position to 34,917 shares worth $1.75M. The position accounts for 0.07% of the portfolio, ranked #290.

Kingswood Wealth Advisors first reported a position in NULV in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.02M in Q3 2024. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Kingswood Wealth Advisors held 34,917 shares of Nuveen ESG Large-Cap Value ETF worth $1.75M as of Q2 2026.
Kingswood Wealth Advisors bought 5,050 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $250K.
Nuveen ESG Large-Cap Value ETF made up 0.07% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #290 holding.
Kingswood Wealth Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $2.02M in Q3 2024.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.