Savvy Advisors Inc’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Savvy Advisors Inc’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	$324K	Sell	6,482 -1,746	-21%	-$86.3K	0.01%	961
2026 Q1	$374K	Sell	8,228 -2,126	-21%	-$99.2K	0.01%	773
2025 Q4	$466K	Buy	10,354 +48	+0.5%	+$2.14K	0.02%	592
2025 Q3	$452K	Buy	10,306 +409	+4%	+$17.4K	0.02%	458
2025 Q2	$415K	Buy	+9,897	New	+$394K	0.03%	398

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 22.96% 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

Savvy Advisors Inc's NULV Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 21% in Q2 2026, selling an estimated $86.3K and leaving 6,482 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #961.

Savvy Advisors Inc first reported a position in NULV in Q2 2025 and has held it in 5 quarters since. The position peaked at $466K in Q4 2025. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Savvy Advisors Inc held 6,482 shares of Nuveen ESG Large-Cap Value ETF worth $324K as of Q2 2026.
Savvy Advisors Inc sold 1,746 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $86.3K.
Nuveen ESG Large-Cap Value ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #961 holding.
Savvy Advisors Inc first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
Savvy Advisors Inc's Nuveen ESG Large-Cap Value ETF position peaked at $466K in Q4 2025.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.