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

SeaCrest 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	–	Sell	-8,062	Closed	-$367K	–	627
2026 Q1	$367K	Sell	8,062 -4,412	-35%	-$206K	0.04%	419
2025 Q4	$573K	Hold	12,474	–	–	0.06%	288
2025 Q3	$547K	Hold	12,474	–	–	0.06%	284
2025 Q2	$523K	Hold	12,474	–	–	0.06%	297
2025 Q1	$505K	Sell	12,474 -100	-0.8%	-$4.05K	0.06%	331
2024 Q4	$495K	Hold	12,574	–	–	0.05%	337
2024 Q3	$525K	Hold	12,574	–	–	0.06%	327
2024 Q2	$475K	Buy	+12,574	New	+$475K	0.05%	330

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

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

SeaCrest Wealth Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026, closing a stake of 8,062 shares — an estimated $367K sold.

SeaCrest Wealth Management first reported a position in NULV in Q2 2024 and held it in 8 quarters. The position peaked at $573K in Q4 2025. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

SeaCrest Wealth Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
SeaCrest Wealth Management sold 8,062 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $367K.
SeaCrest Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2024 and held it in 8 quarters.
SeaCrest Wealth Management's Nuveen ESG Large-Cap Value ETF position peaked at $573K in Q4 2025.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.