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 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 $1.37T AUM 24.88% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $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

Raymond James Financial's NULV Position: Q1 2026 in Review

Raymond James Financial increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 21% in Q1 2026, buying an estimated $2.01M and bringing the position to 250,879 shares worth $11.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

Raymond James Financial first reported a position in NULV in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.7M in Q2 2025. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

Raymond James Financial held 250,879 shares of Nuveen ESG Large-Cap Value ETF worth $11.4M as of Q1 2026.
Raymond James Financial bought 43,139 Nuveen ESG Large-Cap Value ETF shares in Q1 2026, an estimated $2.01M.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1907 holding.
Raymond James Financial first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Nuveen ESG Large-Cap Value ETF position peaked at $13.7M in Q2 2025.
278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.