Raymond James Financial’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Raymond James Financial’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	$12.3M	Sell	245,922 -4,957	-2%	-$245K	﹤0.01%	1976
2026 Q1	$11.4M	Buy	250,879 +43,139	+21%	+$2.01M	﹤0.01%	1907
2025 Q4	$9.36M	Sell	207,740 -689	-0.3%	-$30.8K	﹤0.01%	2020
2025 Q3	$9.13M	Sell	208,429 -117,828	-36%	-$5.03M	﹤0.01%	1993
2025 Q2	$13.7M	Buy	326,257 +2,009	+0.6%	+$80K	﹤0.01%	1637
2025 Q1	$13.1M	Buy	324,248 +15,251	+5%	+$618K	﹤0.01%	1609
2024 Q4	$12.2M	Buy	+308,997	New	+$12.8M	﹤0.01%	1684

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 22.9% 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

Raymond James Financial's NULV Position: Q2 2026 in Review

Raymond James Financial reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 2% in Q2 2026, selling an estimated $245K and leaving 245,922 shares worth $12.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1976.

Raymond James Financial first reported a position in NULV in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.7M in Q2 2025. 280 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Raymond James Financial held 245,922 shares of Nuveen ESG Large-Cap Value ETF worth $12.3M as of Q2 2026.
Raymond James Financial sold 4,957 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $245K.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1976 holding.
Raymond James Financial first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Nuveen ESG Large-Cap Value ETF position peaked at $13.7M in Q2 2025.
280 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.