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

Mutual 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	$784K	Buy	15,683 +3,021	+24%	+$149K	0.01%	737
2026 Q1	$576K	Buy	12,662 +4,028	+47%	+$188K	0.01%	817
2025 Q4	$389K	Buy	8,634 +2,264	+36%	+$101K	0.01%	991
2025 Q3	$282K	Buy	+6,370	New	+$272K	0.01%	1081

Other funds holding NULV

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 New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Mutual Advisors's NULV Position: Q2 2026 in Review

Mutual Advisors increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 24% in Q2 2026, buying an estimated $149K and bringing the position to 15,683 shares worth $784K. The position accounts for 0.01% of the portfolio, ranked #737.

Mutual Advisors first reported a position in NULV in Q3 2025 and has held it in 4 quarters since. 280 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Mutual Advisors held 15,683 shares of Nuveen ESG Large-Cap Value ETF worth $784K as of Q2 2026.
Mutual Advisors bought 3,021 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $149K.
Nuveen ESG Large-Cap Value ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #737 holding.
Mutual Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
280 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.