LPL Financial
NULC icon

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
Q3 		$880K Buy
15,832
+1,189
+8% +$65.5K ﹤0.01% 4632
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 $77B AUM 19.24% 1-Year Est. Return
Values Added Financial
Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return
The Wealth Group
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Diesslin Group
Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return
Towneley Capital Management
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
Westside Investment Management
Westside Investment Management Santa Monica, California $785M AUM 29.89% 1-Year Est. Return
Cherry Tree Wealth Management
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

LPL Financial's NULC Position: Q3 2026 in Review

LPL Financial increased its Nuveen ESG Large-Cap ETF (NULC) stake by 8.1% in Q3 2026, buying an estimated $65.5K and bringing the position to 15,832 shares worth $880K. The position accounts for ﹤0.01% of the portfolio, ranked #4632.

LPL Financial first reported a position in NULC in Q4 2022 and has held it in 16 quarters since. 10 funds tracked by Wall St. Rank hold NULC as of Q3 2026.

  • LPL Financial held 15,832 shares of Nuveen ESG Large-Cap ETF worth $880K as of Q3 2026.
  • LPL Financial bought 1,189 Nuveen ESG Large-Cap ETF shares in Q3 2026, an estimated $65.5K.
  • Nuveen ESG Large-Cap ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4632 holding.
  • LPL Financial first reported a position in Nuveen ESG Large-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • 10 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.