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Lockerman Financial Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Lockerman Financial Group’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 		$283K Sell
5,671
-2,790
-33% -$138K 0.43% 68
2026
Q1 		$385K Sell
8,461
-3,335
-28% -$156K 0.69% 43
2025
Q4 		$531K Sell
11,796
-334
-3% -$14.9K 1.02% 29
2025
Q3 		$532K Buy
12,130
+863
+8% +$36.8K 0.67% 36
2025
Q2 		$472K Sell
11,267
-397
-3% -$15.8K 0.64% 44
2025
Q1 		$472K Sell
11,664
-10,725
-48% -$435K 0.71% 38
2024
Q4 		$881K Sell
22,389
-250
-1% -$10.4K 1.5% 15
2024
Q3 		$945K Buy
22,639
+1,534
+7% +$60.7K 1.6% 14
2024
Q2 		$798K Sell
21,105
-1,464
-6% -$55.3K 1.45% 15
2024
Q1 		$877K Sell
22,569
-347
-2% -$12.7K 1.68% 11
2023
Q4 		$823K Sell
22,916
-347
-1% -$11.9K 1.9% 12
2023
Q3 		$781K Sell
23,263
-805
-3% -$28.1K 2.1% 10
2023
Q2 		$834K Sell
24,068
-8,037
-25% -$272K 2.32% 9
2023
Q1 		$1.09M Buy
32,105
+798
+3% +$27.5K 3.01% 6
2022
Q4 		$1.07M Sell
31,307
-1,050
-3% -$35.9K 3.13% 5
2022
Q3 		$998K Buy
32,357
+759
+2% +$25.9K 2.87% 7
2022
Q2 		$1.1M Sell
31,598
-67
-0.2% -$2.4K 3.52% 6
2022
Q1 		$1.21M Sell
31,665
-17
-0.1% -$639 3.26% 8
2021
Q4 		$1.23M Buy
+31,682
New +$1.24M 3.22% 8

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

Lockerman Financial Group's NULV Position: Q2 2026 in Review

Lockerman Financial Group reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 33% in Q2 2026, selling an estimated $138K and leaving 5,671 shares worth $283K. The position accounts for 0.43% of the portfolio, ranked #68.

Lockerman Financial Group first reported a position in NULV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.23M in Q4 2021. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Lockerman Financial Group held 5,671 shares of Nuveen ESG Large-Cap Value ETF worth $283K as of Q2 2026.
  • Lockerman Financial Group sold 2,790 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $138K.
  • Nuveen ESG Large-Cap Value ETF made up 0.43% of Lockerman Financial Group's portfolio in Q2 2026, its #68 holding.
  • Lockerman Financial Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Lockerman Financial Group's Nuveen ESG Large-Cap Value ETF position peaked at $1.23M in Q4 2021.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.