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Orion Portfolio Solutions’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$226K Buy
+5,576
New +$226K ﹤0.01% 1755
2024
Q2 		– Sell
-37,168
Closed -$1.44M – 1769
2024
Q1 		$1.44M Sell
37,168
-20,630
-36% -$757K 0.02% 810
2023
Q4 		$2.09M Sell
57,798
-2,962
-5% -$101K 0.02% 607
2023
Q3 		$2.04M Sell
60,760
-35,178
-37% -$1.23M 0.02% 604
2023
Q2 		$3.32M Buy
95,938
+35,506
+59% +$1.2M 0.04% 447
2023
Q1 		$2.06M Buy
60,432
+37,510
+164% +$1.29M 0.03% 584
2022
Q4 		$785K Buy
22,922
+2,931
+15% +$100K 0.03% 375
2022
Q3 		$617K Sell
19,991
-927
-4% -$31.7K 0.02% 360
2022
Q2 		$698K Buy
20,918
+11,182
+115% +$401K 0.03% 323
2022
Q1 		$370K Buy
9,736
+212
+2% +$7.97K 0.01% 514
2021
Q4 		$370K Buy
9,524
+474
+5% +$18.5K 0.01% 515
2021
Q3 		$339K Sell
9,050
-54
-0.6% -$2.07K 0.01% 499
2021
Q2 		$344K Buy
9,104
+462
+5% +$17.4K 0.01% 448
2021
Q1 		$313K Buy
8,642
+652
+8% +$22.4K 0.01% 424
2020
Q4 		$263K Buy
+7,990
New +$250K 0.01% 421
2020
Q3 		– Sell
-7,071
Closed -$197K – 1500
2020
Q2 		$197K Buy
7,071
+444
+7% +$12K 0.01% 409
2020
Q1 		$162K Buy
+6,627
New +$199K 0.01% 351

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return

Orion Portfolio Solutions's NULV Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2025: 5,576 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1755 among its holdings. This is a return to the name: Orion Portfolio Solutions previously reported a position in NULV as recently as Q1 2024.

Orion Portfolio Solutions first reported a position in NULV in Q1 2020 and has held it in 17 quarters since. The position peaked at $3.32M in Q2 2023. 256 funds tracked by Wall St. Rank hold NULV as of Q1 2025.

  • Orion Portfolio Solutions held 5,576 shares of Nuveen ESG Large-Cap Value ETF worth $226K as of Q1 2025.
  • Nuveen ESG Large-Cap Value ETF was a new Orion Portfolio Solutions position in Q1 2025.
  • Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1755 holding.
  • Orion Portfolio Solutions first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2020 and has held it in 17 quarters since.
  • Orion Portfolio Solutions's Nuveen ESG Large-Cap Value ETF position peaked at $3.32M in Q2 2023.
  • 256 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.