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 Q3	$1.97M	Sell	37,484 -105	-0.3%	-$5.53K	1.29%	22
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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

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

EWA

Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

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

Sincerus Advisory's NULV Position: Q3 2026 in Review

Sincerus Advisory reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.28% in Q3 2026, selling an estimated $5.53K and leaving 37,484 shares worth $1.97M. The position accounts for 1.29% of the portfolio, ranked #22.

Sincerus Advisory first reported a position in NULV in Q4 2024 and has held it in 8 quarters since. 15 funds tracked by Wall St. Rank hold NULV as of Q3 2026.

Sincerus Advisory held 37,484 shares of Nuveen ESG Large-Cap Value ETF worth $1.97M as of Q3 2026.
Sincerus Advisory sold 105 Nuveen ESG Large-Cap Value ETF shares in Q3 2026, an estimated $5.53K.
Nuveen ESG Large-Cap Value ETF made up 1.29% of Sincerus Advisory's portfolio in Q3 2026, its #22 holding.
Sincerus Advisory first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
15 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.