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Onyx Bridge Wealth Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Onyx Bridge Wealth Group’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 		$372K Hold
7,440
– – 0.03% 281
2026
Q1 		$339K Hold
7,440
– – 0.04% 275
2025
Q4 		$335K Sell
7,440
-111
-1% -$4.96K 0.04% 272
2025
Q3 		$331K Sell
7,551
-19,001
-72% -$811K 0.04% 270
2025
Q2 		$1.11M Buy
26,552
+10,808
+69% +$430K 0.15% 111
2025
Q1 		$637K Sell
15,744
-3,314
-17% -$134K 0.09% 137
2024
Q4 		$750K Buy
19,058
+4,487
+31% +$186K 0.11% 122
2024
Q3 		$608K Buy
14,571
+4,597
+46% +$182K 0.09% 140
2024
Q2 		$377K Buy
9,974
+463
+5% +$17.5K 0.06% 176
2024
Q1 		$354K Buy
9,511
+2,346
+33% +$86.1K 0.06% 181
2023
Q4 		$257K Sell
7,165
-23,715
-77% -$810K 0.05% 207
2023
Q3 		$1.04M Buy
30,880
+6,721
+28% +$235K 0.24% 67
2023
Q2 		$837K Buy
24,159
+817
+4% +$27.6K 0.2% 89
2023
Q1 		$795K Sell
23,342
-2,342
-9% -$80.7K 0.32% 60
2022
Q4 		$903K Buy
25,684
+7,774
+43% +$265K 0.37% 41
2022
Q3 		$556K Sell
17,910
-640
-3% -$21.9K 0.25% 69
2022
Q2 		$629K Buy
18,550
+10,382
+127% +$373K 0.28% 49
2022
Q1 		$299K Sell
8,168
-6,711
-45% -$252K 0.11% 105
2021
Q4 		$585K Buy
14,879
+7,321
+97% +$286K 0.2% 65
2021
Q3 		$294K Buy
+7,558
New +$290K 0.11% 97

Other funds holding NULV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Onyx Bridge Wealth Group's NULV Position: Q2 2026 in Review

Onyx Bridge Wealth Group held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q2 2026 at 7,440 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #281.

Onyx Bridge Wealth Group first reported a position in NULV in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.11M in Q2 2025. 93 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Onyx Bridge Wealth Group held 7,440 shares of Nuveen ESG Large-Cap Value ETF worth $372K as of Q2 2026.
  • Onyx Bridge Wealth Group left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q2 2026.
  • Nuveen ESG Large-Cap Value ETF made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #281 holding.
  • Onyx Bridge Wealth Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2021 and has held it in 20 quarters since.
  • Onyx Bridge Wealth Group's Nuveen ESG Large-Cap Value ETF position peaked at $1.11M in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.