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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
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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
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

Mutual Advisors's NULV Position: Q1 2026 in Review

Mutual Advisors increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 47% in Q1 2026, buying an estimated $188K and bringing the position to 12,662 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #817.

Mutual Advisors 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.

  • Mutual Advisors held 12,662 shares of Nuveen ESG Large-Cap Value ETF worth $576K as of Q1 2026.
  • Mutual Advisors bought 4,028 Nuveen ESG Large-Cap Value ETF shares in Q1 2026, an estimated $188K.
  • Nuveen ESG Large-Cap Value ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #817 holding.
  • Mutual Advisors 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 Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.