Lido Advisors
NULV icon

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

Lido 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 		– Sell
-6,751
Closed -$307K – 2232
2026
Q1 		$307K Sell
6,751
-160
-2% -$7.47K ﹤0.01% 1551
2025
Q4 		$311K Buy
+6,911
New +$309K ﹤0.01% 1549
2025
Q1 		– Sell
-316,675
Closed -$12.5M – 1579
2024
Q4 		$12.5M Buy
316,675
+40,998
+15% +$1.7M 0.06% 195
2024
Q3 		$11.5M Buy
275,677
+88,532
+47% +$3.51M 0.06% 187
2024
Q2 		$7.07M Buy
187,145
+2,157
+1% +$81.5K 0.04% 240
2024
Q1 		$7.19M Sell
184,988
-132,657
-42% -$4.87M 0.04% 223
2023
Q4 		$11.4M Buy
317,645
+4,270
+1% +$146K 0.08% 141
2023
Q3 		$10.5M Buy
313,375
+4,240
+1% +$148K 0.08% 133
2023
Q2 		$10.7M Sell
309,135
-4,490
-1% -$152K 0.08% 142
2023
Q1 		$10.7M Buy
313,625
+55,658
+22% +$1.92M 0.1% 118
2022
Q4 		$8.83M Sell
257,967
-80,653
-24% -$2.75M 0.11% 103
2022
Q3 		$10.5M Sell
338,620
-140,896
-29% -$4.82M 0.13% 76
2022
Q2 		$16M Buy
479,516
+6,435
+1% +$231K 0.21% 51
2022
Q1 		$18M Buy
473,081
+307,949
+186% +$11.6M 0.2% 55
2021
Q4 		$6.42M Buy
165,132
+90,841
+122% +$3.54M 0.07% 137
2021
Q3 		$2.79M Sell
74,291
-9,476
-11% -$363K 0.04% 222
2021
Q2 		$3.16M Buy
83,767
+52,175
+165% +$1.97M 0.04% 203
2021
Q1 		$1.14M Buy
31,592
+19,152
+154% +$657K 0.02% 307
2020
Q4 		$409K Buy
+12,440
New +$390K 0.01% 529

Other funds holding NULV

Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
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

Lido Advisors's NULV Position: Q2 2026 in Review

Lido Advisors sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026, closing a stake of 6,751 shares — an estimated $307K sold.

Lido Advisors first reported a position in NULV in Q4 2020 and held it in 19 quarters. The position peaked at $18M in Q1 2022. 280 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Lido Advisors reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 6,751 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $307K.
  • Lido Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2020 and held it in 19 quarters.
  • Lido Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $18M in Q1 2022.
  • 280 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.