OWM
NULV icon

Opes Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Opes Wealth Management’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 		$4.11M Buy
90,386
+1,230
+1% +$57.4K 0.68% 34
2025
Q4 		$4.02M Buy
89,156
+145
+0.2% +$6.48K 0.65% 37
2025
Q3 		$3.9M Sell
89,011
-15
-0% -$640 0.68% 36
2025
Q2 		$3.73M Buy
89,026
+3,697
+4% +$147K 0.66% 36
2025
Q1 		$3.45M Buy
85,329
+13,670
+19% +$554K 0.7% 35
2024
Q4 		$2.82M Buy
71,659
+89
+0.1% +$3.69K 0.58% 38
2024
Q3 		$2.99M Buy
71,570
+3,125
+5% +$124K 0.57% 37
2024
Q2 		$2.59M Buy
68,445
+1,705
+3% +$64.4K 0.54% 39
2024
Q1 		$2.59M Sell
66,740
-3,115
-4% -$114K 0.6% 38
2023
Q4 		$2.51M Buy
69,855
+6,725
+11% +$230K 0.6% 37
2023
Q3 		$2.12M Buy
63,130
+5,217
+9% +$182K 0.59% 40
2023
Q2 		$2.01M Buy
57,913
+7,693
+15% +$260K 0.57% 38
2023
Q1 		$1.71M Buy
50,220
+9,080
+22% +$313K 0.55% 36
2022
Q4 		$1.41M Hold
41,140
– – 0.51% 43
2022
Q3 		$1.27M Buy
41,140
+6,800
+20% +$232K 0.51% 40
2022
Q2 		$1.15M Buy
34,340
+2,100
+7% +$75.4K 0.46% 41
2022
Q1 		$1.23M Buy
32,240
+13,440
+71% +$505K 0.4% 47
2021
Q4 		$731K Buy
18,800
+6,585
+54% +$257K 0.23% 55
2021
Q3 		$458K Buy
12,215
+6,640
+119% +$254K 0.16% 65
2021
Q2 		$210K Buy
+5,575
New +$210K 0.08% 84

Other funds holding NULV

Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
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

Opes Wealth Management's NULV Position: Q1 2026 in Review

Opes Wealth Management increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 1.4% in Q1 2026, buying an estimated $57.4K and bringing the position to 90,386 shares worth $4.11M. The position accounts for 0.68% of the portfolio, ranked #34.

Opes Wealth Management first reported a position in NULV in Q2 2021 and has held it in 20 quarters since. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

  • Opes Wealth Management held 90,386 shares of Nuveen ESG Large-Cap Value ETF worth $4.11M as of Q1 2026.
  • Opes Wealth Management bought 1,230 Nuveen ESG Large-Cap Value ETF shares in Q1 2026, an estimated $57.4K.
  • Nuveen ESG Large-Cap Value ETF made up 0.68% of Opes Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Opes Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2021 and has held it in 20 quarters since.
  • 278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.