Sincerus Advisory’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Sincerus Advisory’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	$1.88M	Sell	37,589 -287	-0.8%	-$14.2K	1.28%	23
2026 Q1	$1.72M	Buy	37,876 +1,737	+5%	+$81.1K	1.31%	23
2025 Q4	$1.63M	Buy	36,139 +412	+1%	+$18.4K	1.31%	22
2025 Q3	$1.57M	Sell	35,727 -152	-0.4%	-$6.49K	1.34%	22
2025 Q2	$1.53M	Buy	35,879 +1,346	+4%	+$53.6K	1.44%	21
2025 Q1	$1.4M	Sell	34,533 -511	-1%	-$20.7K	1.47%	22
2024 Q4	$1.38M	Buy	+35,044	New	+$1.45M	1.48%	23

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

Sincerus Advisory's NULV Position: Q2 2026 in Review

Sincerus Advisory reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.76% in Q2 2026, selling an estimated $14.2K and leaving 37,589 shares worth $1.88M. The position accounts for 1.28% of the portfolio, ranked #23.

Sincerus Advisory first reported a position in NULV in Q4 2024 and has held it in 7 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Sincerus Advisory held 37,589 shares of Nuveen ESG Large-Cap Value ETF worth $1.88M as of Q2 2026.
Sincerus Advisory sold 287 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $14.2K.
Nuveen ESG Large-Cap Value ETF made up 1.28% of Sincerus Advisory's portfolio in Q2 2026, its #23 holding.
Sincerus Advisory first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.