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Principal Securities’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Principal Securities’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
Q4 		– Sell
-431
Closed -$18.9K – 2778
2025
Q3 		$18.9K Hold
431
– – ﹤0.01% 2425
2025
Q2 		$18.1K Buy
431
+201
+87% +$8K ﹤0.01% 2369
2025
Q1 		$9.05K Hold
230
– – ﹤0.01% 2566
2024
Q4 		$9.05K Hold
230
– – ﹤0.01% 2561
2024
Q3 		$9.6K Hold
230
– – ﹤0.01% 2458
2024
Q2 		$8.69K Buy
230
+10
+5% +$378 ﹤0.01% 2459
2024
Q1 		$8.55K Buy
220
+10
+5% +$367 ﹤0.01% 2412
2023
Q4 		$7.54K Buy
+210
New +$7.17K ﹤0.01% 2379

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities's NULV Position: Q4 2025 in Review

Principal Securities sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2025, closing a stake of 431 shares — an estimated $18.9K sold.

Principal Securities first reported a position in NULV in Q4 2023 and held it in 8 quarters. The position peaked at $18.9K in Q3 2025. 275 funds tracked by Wall St. Rank hold NULV as of Q4 2025.

  • Principal Securities reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 431 Nuveen ESG Large-Cap Value ETF shares in Q4 2025, an estimated $18.9K.
  • Principal Securities first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Nuveen ESG Large-Cap Value ETF position peaked at $18.9K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.