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Laurel Wealth Planning’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Laurel Wealth Planning’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 		$865K Buy
19,019
+103
+0.5% +$4.81K 0.46% 39
2025
Q4 		$852K Sell
18,916
-1,886
-9% -$84.2K 0.47% 39
2025
Q3 		$912K Sell
20,802
-3,637
-15% -$155K 0.48% 40
2025
Q2 		$1.02M Buy
24,439
+12,549
+106% +$499K 0.58% 35
2025
Q1 		$481K Sell
11,890
-216
-2% -$8.76K 0.32% 42
2024
Q4 		$477K Hold
12,106
– – 0.31% 42
2024
Q3 		$505K Hold
12,106
– – 0.33% 42
2024
Q2 		$457K Buy
12,106
+3,738
+45% +$141K 0.32% 40
2024
Q1 		$325K Hold
8,368
– – 0.22% 45
2023
Q4 		$300K Sell
8,368
-282,317
-97% -$9.65M 0.21% 44
2023
Q3 		$9.76M Sell
290,685
-16,565
-5% -$579K 7.6% 1
2023
Q2 		$10.6M Sell
307,250
-71,287
-19% -$2.41M 7.6% 1
2023
Q1 		$12.9M Sell
378,537
-97,366
-20% -$3.36M 8.54% 1
2022
Q4 		$16.3M Sell
475,903
-38,984
-8% -$1.33M 10.51% 1
2022
Q3 		$15.9M Buy
514,887
+33,945
+7% +$1.16M 11.7% 1
2022
Q2 		$16.1M Buy
480,942
+146,497
+44% +$5.26M 11.3% 1
2022
Q1 		$12.7M Buy
334,445
+190,504
+132% +$7.16M 8.59% 1
2021
Q4 		$5.59M Buy
143,941
+116,875
+432% +$4.56M 4.24% 5
2021
Q3 		$1.01M Buy
+27,066
New +$1.04M 0.82% 29

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

Laurel Wealth Planning's NULV Position: Q1 2026 in Review

Laurel Wealth Planning increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.54% in Q1 2026, buying an estimated $4.81K and bringing the position to 19,019 shares worth $865K. The position accounts for 0.46% of the portfolio, ranked #39.

Laurel Wealth Planning first reported a position in NULV in Q3 2021 and has held it in 19 quarters since. The position peaked at $16.3M in Q4 2022. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

  • Laurel Wealth Planning held 19,019 shares of Nuveen ESG Large-Cap Value ETF worth $865K as of Q1 2026.
  • Laurel Wealth Planning bought 103 Nuveen ESG Large-Cap Value ETF shares in Q1 2026, an estimated $4.81K.
  • Nuveen ESG Large-Cap Value ETF made up 0.46% of Laurel Wealth Planning's portfolio in Q1 2026, its #39 holding.
  • Laurel Wealth Planning first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2021 and has held it in 19 quarters since.
  • Laurel Wealth Planning's Nuveen ESG Large-Cap Value ETF position peaked at $16.3M in Q4 2022.
  • 278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.