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

Opal Wealth 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 Q3	$850K	Buy	+16,137	New	+$849K	0.18%	63
2024 Q3	–	Sell	-85	Closed	-$3.21K	–	860
2024 Q2	$3.21K	Buy	+85	New	+$3.21K	﹤0.01%	875
2023 Q3	–	Sell	-27,946	Closed	-$968K	–	156
2023 Q2	$968K	Buy	27,946 +905	+3%	+$30.6K	0.48%	23
2023 Q1	$921K	Buy	27,041 +161	+0.6%	+$5.55K	0.54%	21
2022 Q4	$920K	Buy	26,880 +23	+0.1%	+$785	0.51%	29
2022 Q3	$829K	Buy	+26,857	New	+$918K	0.61%	22

Other funds holding NULV

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

TIAA Wealth Investment Management New York $16.6B AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Opal Wealth Advisors's NULV Position: Q3 2026 in Review

Opal Wealth Advisors opened a new position in Nuveen ESG Large-Cap Value ETF (NULV) in Q3 2026: 16,137 shares worth $850K. The stake represents 0.18% of the portfolio and ranks #63 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in NULV as recently as Q2 2024.

Opal Wealth Advisors first reported a position in NULV in Q3 2022 and has held it in 6 quarters since. The position peaked at $968K in Q2 2023. 266 funds tracked by Wall St. Rank hold NULV as of Q3 2026.

Opal Wealth Advisors held 16,137 shares of Nuveen ESG Large-Cap Value ETF worth $850K as of Q3 2026.
Nuveen ESG Large-Cap Value ETF was a new Opal Wealth Advisors position in Q3 2026.
Nuveen ESG Large-Cap Value ETF made up 0.18% of Opal Wealth Advisors's portfolio in Q3 2026, its #63 holding.
Opal Wealth Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2022 and has held it in 6 quarters since.
Opal Wealth Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $968K in Q2 2023.
266 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.