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Sound Income Strategies’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Sound Income Strategies’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
2025
Q2 		– Sell
-382
Closed -$15.5K – 1671
2025
Q1 		$15.5K Hold
382
– – ﹤0.01% 780
2024
Q4 		$15K Buy
+382
New +$15.9K ﹤0.01% 739

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Sound Income Strategies's NULV Position: Q2 2025 in Review

Sound Income Strategies sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2025, closing a stake of 382 shares — an estimated $15.5K sold.

Sound Income Strategies first reported a position in NULV in Q4 2024 and held it in 2 quarters. The position peaked at $15.5K in Q1 2025. 253 funds tracked by Wall St. Rank hold NULV as of Q2 2025.

  • Sound Income Strategies reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Sound Income Strategies sold 382 Nuveen ESG Large-Cap Value ETF shares in Q2 2025, an estimated $15.5K.
  • Sound Income Strategies first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2024 and held it in 2 quarters.
  • Sound Income Strategies's Nuveen ESG Large-Cap Value ETF position peaked at $15.5K in Q1 2025.
  • 253 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.