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PFG Investments’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

PFG Investments’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 		$1.06M Buy
21,259
+8,729
+70% +$431K 0.04% 378
2026
Q1 		$570K Buy
12,530
+1,306
+12% +$61K 0.03% 552
2025
Q4 		$506K Sell
11,224
-14
-0.1% -$625 0.02% 569
2025
Q3 		$493K Sell
11,238
-192
-2% -$8.19K 0.03% 551
2025
Q2 		$479K Buy
11,430
+595
+5% +$23.7K 0.03% 545
2025
Q1 		$439K Sell
10,835
-501
-4% -$20.3K 0.03% 547
2024
Q4 		$446K Buy
11,336
+418
+4% +$17.4K 0.03% 538
2024
Q3 		$455K Buy
10,918
+137
+1% +$5.42K 0.03% 528
2024
Q2 		$407K Sell
10,781
-701
-6% -$26.5K 0.03% 535
2024
Q1 		$446K Buy
+11,482
New +$422K 0.03% 574
2023
Q4 		– Sell
-10,850
Closed -$364K – 525
2023
Q3 		$364K Buy
10,850
+1,312
+14% +$45.9K 0.07% 310
2023
Q2 		$331K Buy
+9,538
New +$323K 0.06% 351

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

PFG Investments's NULV Position: Q2 2026 in Review

PFG Investments increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 70% in Q2 2026, buying an estimated $431K and bringing the position to 21,259 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #378.

PFG Investments first reported a position in NULV in Q2 2023 and has held it in 12 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • PFG Investments held 21,259 shares of Nuveen ESG Large-Cap Value ETF worth $1.06M as of Q2 2026.
  • PFG Investments bought 8,729 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $431K.
  • Nuveen ESG Large-Cap Value ETF made up 0.04% of PFG Investments's portfolio in Q2 2026, its #378 holding.
  • PFG Investments first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.