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Snider Financial Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Snider Financial Group’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 		$323K Hold
6,452
– – 0.08% 87
2026
Q1 		$294K Buy
6,452
+1,570
+32% +$73.3K 0.09% 84
2025
Q4 		$220K Hold
4,882
– – 0.06% 103
2025
Q3 		$214K Hold
4,882
– – 0.06% 113
2025
Q2 		$205K Buy
+4,882
New +$194K 0.06% 115

Other funds holding NULV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Snider Financial Group's NULV Position: Q2 2026 in Review

Snider Financial Group held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q2 2026 at 6,452 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #87.

Snider Financial Group first reported a position in NULV in Q2 2025 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Snider Financial Group held 6,452 shares of Nuveen ESG Large-Cap Value ETF worth $323K as of Q2 2026.
  • Snider Financial Group left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q2 2026.
  • Nuveen ESG Large-Cap Value ETF made up 0.08% of Snider Financial Group's portfolio in Q2 2026, its #87 holding.
  • Snider Financial Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 92 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.