Lodestar Private Asset Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Lodestar Private Asset Management’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	$374K	Buy	8,213 +332	+4%	+$15.5K	0.04%	167
2025 Q4	$355K	Hold	7,881	–	–	0.04%	175
2025 Q3	$345K	Buy	+7,881	New	+$336K	0.04%	178

Other funds holding NULV

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 New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Lodestar Private Asset Management's NULV Position: Q1 2026 in Review

Lodestar Private Asset Management increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 4.2% in Q1 2026, buying an estimated $15.5K and bringing the position to 8,213 shares worth $374K. The position accounts for 0.04% of the portfolio, ranked #167.

Lodestar Private Asset Management first reported a position in NULV in Q3 2025 and has held it in 3 quarters since. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

Lodestar Private Asset Management held 8,213 shares of Nuveen ESG Large-Cap Value ETF worth $374K as of Q1 2026.
Lodestar Private Asset Management bought 332 Nuveen ESG Large-Cap Value ETF shares in Q1 2026, an estimated $15.5K.
Nuveen ESG Large-Cap Value ETF made up 0.04% of Lodestar Private Asset Management's portfolio in Q1 2026, its #167 holding.
Lodestar Private Asset Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.