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RTD Financial Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

RTD Financial Advisors’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
Q3 		$513K Sell
9,736
-189
-2% -$9.95K 0.06% 94
2026
Q2 		$496K Buy
9,925
+52
+0.5% +$2.57K 0.05% 95
2026
Q1 		$449K Sell
9,873
-14
-0.1% -$653 0.06% 88
2025
Q4 		$445K Buy
9,887
+91
+0.9% +$4.07K 0.05% 87
2025
Q3 		$429K Sell
9,796
-600
-6% -$25.6K 0.05% 78
2025
Q2 		$436K Sell
10,396
-794
-7% -$31.6K 0.06% 78
2025
Q1 		$453K Sell
11,190
-212
-2% -$8.6K 0.06% 84
2024
Q4 		$449K Buy
11,402
+365
+3% +$15.2K 0.06% 84
2024
Q3 		$460K Buy
11,037
+850
+8% +$33.7K 0.06% 86
2024
Q2 		$385K Sell
10,187
-1,559
-13% -$58.9K 0.05% 91
2024
Q1 		$456K Sell
11,746
-559
-5% -$20.5K 0.06% 78
2023
Q4 		$442K Buy
12,305
+119
+1% +$4.07K 0.06% 79
2023
Q3 		$409K Sell
12,186
-221
-2% -$7.72K 0.06% 78
2023
Q2 		$430K Sell
12,407
-2,599
-17% -$87.9K 0.06% 76
2023
Q1 		$511K Buy
15,006
+1,720
+13% +$59.3K 0.08% 71
2022
Q4 		$455K Buy
13,286
+1,537
+13% +$52.5K 0.07% 71
2022
Q3 		$363K Sell
11,749
-954
-8% -$32.6K 0.07% 75
2022
Q2 		$424K Buy
12,703
+1,234
+11% +$44.3K 0.07% 80
2022
Q1 		$436K Buy
11,469
+825
+8% +$31K 0.06% 85
2021
Q4 		$414K Buy
+10,644
New +$415K 0.05% 87

Other funds holding NULV

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

RTD Financial Advisors's NULV Position: Q3 2026 in Review

RTD Financial Advisors reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 1.9% in Q3 2026, selling an estimated $9.95K and leaving 9,736 shares worth $513K. The position accounts for 0.06% of the portfolio, ranked #94.

RTD Financial Advisors first reported a position in NULV in Q4 2021 and has held it in 20 quarters since. 15 funds tracked by Wall St. Rank hold NULV as of Q3 2026.

  • RTD Financial Advisors held 9,736 shares of Nuveen ESG Large-Cap Value ETF worth $513K as of Q3 2026.
  • RTD Financial Advisors sold 189 Nuveen ESG Large-Cap Value ETF shares in Q3 2026, an estimated $9.95K.
  • Nuveen ESG Large-Cap Value ETF made up 0.06% of RTD Financial Advisors's portfolio in Q3 2026, its #94 holding.
  • RTD Financial Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2021 and has held it in 20 quarters since.
  • 15 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2026.

Based on RTD Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.