&Partners’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

&Partners’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	$2.64M	Buy	52,896 +3,095	+6%	+$153K	0.01%	883
2026 Q1	$2.27M	Buy	49,801 +2,511	+5%	+$117K	0.01%	852
2025 Q4	$2.13M	Buy	47,290 +15,557	+49%	+$695K	0.01%	825
2025 Q3	$1.39M	Sell	31,733 -6,464	-17%	-$276K	0.01%	931
2025 Q2	$1.6M	Buy	38,197 +19,923	+109%	+$793K	0.01%	764
2025 Q1	$731K	Buy	18,274 +12,383	+210%	+$502K	0.01%	953
2024 Q4	$232K	Buy	5,891 +970	+20%	+$40.3K	﹤0.01%	1471
2024 Q3	$205K	Buy	+4,921	New	+$195K	﹤0.01%	1293

Other funds holding NULV

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 New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

&Partners's NULV Position: Q2 2026 in Review

&Partners increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 6.2% in Q2 2026, buying an estimated $153K and bringing the position to 52,896 shares worth $2.64M. The position accounts for 0.01% of the portfolio, ranked #883.

&Partners first reported a position in NULV in Q3 2024 and has held it in 8 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

&Partners held 52,896 shares of Nuveen ESG Large-Cap Value ETF worth $2.64M as of Q2 2026.
&Partners bought 3,095 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $153K.
Nuveen ESG Large-Cap Value ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #883 holding.
&Partners first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.