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Steward Partners Investment Advisory’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Steward Partners Investment 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 		$632K Buy
12,639
+1,920
+18% +$94.9K ﹤0.01% 1570
2026
Q1 		$488K Buy
10,719
+333
+3% +$15.5K ﹤0.01% 1545
2025
Q4 		$468K Sell
10,386
-145
-1% -$6.48K ﹤0.01% 1464
2025
Q3 		$462K Sell
10,531
-50
-0.5% -$2.13K ﹤0.01% 1422
2025
Q2 		$443K Sell
10,581
-529
-5% -$21.1K ﹤0.01% 1356
2025
Q1 		$450K Sell
11,110
-295
-3% -$12K ﹤0.01% 1264
2024
Q4 		$449K Buy
11,405
+225
+2% +$9.34K ﹤0.01% 1214
2024
Q3 		$466K Buy
11,180
+1,084
+11% +$42.9K ﹤0.01% 1140
2024
Q2 		$382K Buy
10,096
+281
+3% +$10.6K ﹤0.01% 1179
2024
Q1 		$381K Hold
9,815
– – ﹤0.01% 1167
2023
Q4 		$352K Buy
9,815
+97
+1% +$3.31K ﹤0.01% 1147
2023
Q3 		$326K Buy
9,718
+1,248
+15% +$43.6K 0.01% 1095
2023
Q2 		$293K Buy
8,470
+598
+8% +$20.2K ﹤0.01% 1132
2023
Q1 		$268K Sell
7,872
-285
-3% -$9.82K ﹤0.01% 1156
2022
Q4 		$279K Sell
8,157
-14
-0.2% -$478 ﹤0.01% 1110
2022
Q3 		$252K Buy
8,171
+1,469
+22% +$50.2K ﹤0.01% 1105
2022
Q2 		$224K Buy
6,702
+515
+8% +$18.5K ﹤0.01% 1166
2022
Q1 		$235K Sell
6,187
-330
-5% -$12.4K ﹤0.01% 1229
2021
Q4 		$253K Buy
6,517
+1,619
+33% +$63.2K ﹤0.01% 1217
2021
Q3 		$184K Buy
4,898
+491
+11% +$18.8K ﹤0.01% 1306
2021
Q2 		$166K Buy
4,407
+507
+13% +$19.1K ﹤0.01% 1680
2021
Q1 		$141K Buy
3,900
+563
+17% +$19.3K ﹤0.01% 1446
2020
Q4 		$110K Buy
3,337
+2,541
+319% +$79.6K ﹤0.01% 1325
2020
Q3 		$23K Buy
+796
New +$23.2K ﹤0.01% 1842

Other funds holding NULV

Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
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

Steward Partners Investment Advisory's NULV Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 18% in Q2 2026, buying an estimated $94.9K and bringing the position to 12,639 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Steward Partners Investment Advisory first reported a position in NULV in Q3 2020 and has held it in 24 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Steward Partners Investment Advisory held 12,639 shares of Nuveen ESG Large-Cap Value ETF worth $632K as of Q2 2026.
  • Steward Partners Investment Advisory bought 1,920 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $94.9K.
  • Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1570 holding.
  • Steward Partners Investment Advisory first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2020 and has held it in 24 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.