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

Paulson 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	$568K	Hold	12,486	–	–	0.13%	65
2025 Q4	$562K	Buy	12,486 +797	+7%	+$35.6K	0.13%	73
2025 Q3	$512K	Buy	11,689 +1,046	+10%	+$44.6K	0.12%	85
2025 Q2	$446K	Buy	10,643 +107	+1%	+$4.26K	0.12%	89
2025 Q1	$427K	Buy	10,536 +832	+9%	+$33.7K	0.12%	81
2024 Q4	$382K	Buy	9,704 +274	+3%	+$11.4K	0.1%	93
2024 Q3	$393K	Buy	9,430 +3,673	+64%	+$145K	0.11%	98
2024 Q2	$218K	Buy	5,757 +442	+8%	+$16.7K	0.06%	137
2024 Q1	$207K	Buy	+5,315	New	+$195K	0.06%	138

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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

Paulson Wealth Management held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q1 2026 at 12,486 shares worth $568K. The position accounts for 0.13% of the portfolio, ranked #65.

Paulson Wealth Management first reported a position in NULV in Q1 2024 and has held it in 9 quarters since. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

Paulson Wealth Management held 12,486 shares of Nuveen ESG Large-Cap Value ETF worth $568K as of Q1 2026.
Paulson Wealth Management left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q1 2026.
Nuveen ESG Large-Cap Value ETF made up 0.13% of Paulson Wealth Management's portfolio in Q1 2026, its #65 holding.
Paulson Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.