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RMG Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

RMG Wealth Management’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 		$858K Buy
+7,314
New +$361K 0.09% 28
2026
Q1 		– Sell
-2,924
Closed -$288K – 635
2025
Q4 		$288K Buy
+2,924
New +$131K 0.04% 48

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

RMG Wealth Management's NULV Position: Q2 2026 in Review

RMG Wealth Management opened a new position in Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026: 7,314 shares worth $858K. The stake represents 0.09% of the portfolio and ranks #28 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in NULV as recently as Q4 2025.

RMG Wealth Management first reported a position in NULV in Q4 2025 and has held it in 2 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • RMG Wealth Management held 7,314 shares of Nuveen ESG Large-Cap Value ETF worth $858K as of Q2 2026.
  • Nuveen ESG Large-Cap Value ETF was a new RMG Wealth Management position in Q2 2026.
  • Nuveen ESG Large-Cap Value ETF made up 0.09% of RMG Wealth Management's portfolio in Q2 2026, its #28 holding.
  • RMG Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.