LPL Financial
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LPL Financial’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

LPL Financial’s Portfolio NULC Stock Details NULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$793K Buy
14,643
+1,320
+10% +$68.6K ﹤0.01% 4622
2026
Q1 		$617K Buy
13,323
+133
+1% +$6.41K ﹤0.01% 4572
2025
Q4 		$631K Sell
13,190
-1,842
-12% -$95.2K ﹤0.01% 4504
2025
Q3 		$783K Sell
15,032
-270
-2% -$13.6K ﹤0.01% 4246
2025
Q2 		$750K Buy
15,302
+11
+0.1% +$499 ﹤0.01% 4012
2025
Q1 		$670K Buy
15,291
+5
+0% +$229 ﹤0.01% 3893
2024
Q4 		$694K Sell
15,286
-714
-4% -$33.7K ﹤0.01% 3805
2024
Q3 		$741K Sell
16,000
-2,210
-12% -$98.3K ﹤0.01% 3670
2024
Q2 		$798K Buy
18,210
+725
+4% +$30.8K ﹤0.01% 3469
2024
Q1 		$755K Buy
17,485
+3,936
+29% +$160K ﹤0.01% 3430
2023
Q4 		$528K Buy
13,549
+45
+0.3% +$1.65K ﹤0.01% 3622
2023
Q3 		$476K Hold
13,504
– – ﹤0.01% 3531
2023
Q2 		$490K Buy
13,504
+2,864
+27% +$98.6K ﹤0.01% 3464
2023
Q1 		$364K Sell
10,640
-5,585
-34% -$187K ﹤0.01% 3593
2022
Q4 		$523K Buy
+16,225
New +$530K ﹤0.01% 3214

Other funds holding NULC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PA
PW Advisors Tallahassee, Florida $150M AUM
TCM
Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

LPL Financial's NULC Position: Q2 2026 in Review

LPL Financial increased its Nuveen ESG Large-Cap ETF (NULC) stake by 9.9% in Q2 2026, buying an estimated $68.6K and bringing the position to 14,643 shares worth $793K. The position accounts for ﹤0.01% of the portfolio, ranked #4622.

LPL Financial first reported a position in NULC in Q4 2022 and has held it in 15 quarters since. The position peaked at $798K in Q2 2024. 11 funds tracked by Wall St. Rank hold NULC as of Q2 2026.

  • LPL Financial held 14,643 shares of Nuveen ESG Large-Cap ETF worth $793K as of Q2 2026.
  • LPL Financial bought 1,320 Nuveen ESG Large-Cap ETF shares in Q2 2026, an estimated $68.6K.
  • Nuveen ESG Large-Cap ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4622 holding.
  • LPL Financial first reported a position in Nuveen ESG Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • LPL Financial's Nuveen ESG Large-Cap ETF position peaked at $798K in Q2 2024.
  • 11 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.