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Legacy Edge Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Legacy Edge 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 		$2.63M Sell
62,701
-8,740
-12% -$432K 0.35% 42
2026
Q1 		$3.25M Buy
71,441
+3,350
+5% +$156K 0.34% 49
2025
Q4 		$3.07M Buy
+68,091
New +$3.04M 0.34% 46

Other funds holding NULV

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Legacy Edge Advisors's NULV Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 12% in Q2 2026, selling an estimated $432K and leaving 62,701 shares worth $2.63M. The position accounts for 0.35% of the portfolio, ranked #42.

Legacy Edge Advisors first reported a position in NULV in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.25M in Q1 2026. 184 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Legacy Edge Advisors held 62,701 shares of Nuveen ESG Large-Cap Value ETF worth $2.63M as of Q2 2026.
  • Legacy Edge Advisors sold 8,740 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $432K.
  • Nuveen ESG Large-Cap Value ETF made up 0.35% of Legacy Edge Advisors's portfolio in Q2 2026, its #42 holding.
  • Legacy Edge Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $3.25M in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.