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Regatta Capital Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Regatta Capital Group’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 		$7.53M Buy
150,617
+2,059
+1% +$102K 1.01% 21
2026
Q1 		$6.76M Buy
148,558
+9,293
+7% +$434K 1.02% 20
2025
Q4 		$6.27M Sell
139,265
-448
-0.3% -$20K 0.95% 21
2025
Q3 		$6.12M Sell
139,713
-2,050
-1% -$87.5K 0.97% 21
2025
Q2 		$5.94M Sell
141,763
-994
-0.7% -$39.6K 1.02% 21
2025
Q1 		$5.78M Buy
142,757
+2,070
+1% +$83.9K 1.12% 18
2024
Q4 		$5.54M Buy
140,687
+8,422
+6% +$350K 1.07% 20
2024
Q3 		$5.52M Sell
132,265
-989
-0.7% -$39.2K 1.07% 18
2024
Q2 		$5.04M Sell
133,254
-3,477
-3% -$131K 1.08% 19
2024
Q1 		$5.31M Sell
136,731
-79,994
-37% -$2.94M 1.2% 18
2023
Q4 		$7.78M Sell
216,725
-6,036
-3% -$206K 2.05% 12
2023
Q3 		$7.48M Buy
222,761
+1,860
+0.8% +$65K 2.37% 10
2023
Q2 		$7.65M Buy
220,901
+60,649
+38% +$2.05M 2.43% 9
2023
Q1 		$5.49M Hold
160,252
– – 1.95% 10
2022
Q4 		$5.49M Buy
160,252
+108,623
+210% +$3.71M 1.95% 10
2022
Q3 		$1.72M Hold
51,629
– – 0.7% 36
2022
Q2 		$1.72M Buy
51,629
+11,749
+29% +$422K 0.82% 21
2022
Q1 		$1.52M Buy
+39,880
New +$1.5M 0.52% 47

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

Regatta Capital Group's NULV Position: Q2 2026 in Review

Regatta Capital Group increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 1.4% in Q2 2026, buying an estimated $102K and bringing the position to 150,617 shares worth $7.53M. The position accounts for 1.01% of the portfolio, ranked #21.

Regatta Capital Group first reported a position in NULV in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.78M in Q4 2023. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Regatta Capital Group held 150,617 shares of Nuveen ESG Large-Cap Value ETF worth $7.53M as of Q2 2026.
  • Regatta Capital Group bought 2,059 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $102K.
  • Nuveen ESG Large-Cap Value ETF made up 1.01% of Regatta Capital Group's portfolio in Q2 2026, its #21 holding.
  • Regatta Capital Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Regatta Capital Group's Nuveen ESG Large-Cap Value ETF position peaked at $7.78M in Q4 2023.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.