Strategic Point Investment Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Strategic Point Investment Advisors’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	$2.23M	Buy	44,645 +440	+1%	+$21.7K	0.29%	22
2026 Q1	$2.01M	Sell	44,205 -1,225	-3%	-$57.2K	0.29%	22
2025 Q4	$2.05M	Sell	45,430 -205	-0.4%	-$9.16K	0.28%	24
2025 Q3	$2M	Buy	45,635 +280	+0.6%	+$11.9K	0.29%	24
2025 Q2	$1.9M	Sell	45,355 -2,095	-4%	-$83.4K	0.29%	23
2025 Q1	$1.92M	Sell	47,450 -65	-0.1%	-$2.64K	0.32%	23
2024 Q4	$1.87M	Buy	47,515 +245	+0.5%	+$10.2K	0.3%	24
2024 Q3	$1.97M	Hold	47,270	–	–	0.33%	22
2024 Q2	$1.79M	Hold	47,270	–	–	0.32%	23
2024 Q1	$1.84M	Sell	47,270 -489	-1%	-$18K	0.33%	23
2023 Q4	$1.72M	Buy	47,759 +1,360	+3%	+$46.5K	0.33%	24
2023 Q3	$1.56M	Sell	46,399 -56,778	-55%	-$1.98M	0.33%	25
2023 Q2	$3.58M	Buy	103,177 +75	+0.1%	+$2.54K	0.73%	24
2023 Q1	$3.51M	Buy	103,102 +2,060	+2%	+$71K	0.78%	22
2022 Q4	$3.46M	Buy	101,042 +3,070	+3%	+$105K	0.83%	22
2022 Q3	$3.02M	Buy	97,972 +2,403	+3%	+$82.1K	0.85%	21
2022 Q2	$3.19M	Buy	95,569 +6,440	+7%	+$231K	0.89%	20
2022 Q1	$3.39M	Buy	89,129 +24,105	+37%	+$906K	0.77%	21
2021 Q4	$2.53M	Buy	65,024 +3,390	+6%	+$132K	0.57%	19
2021 Q3	$2.31M	Buy	61,634 +2,160	+4%	+$82.7K	0.57%	19
2021 Q2	$2.25M	Buy	59,474 +640	+1%	+$24.1K	0.55%	19
2021 Q1	$2.13M	Buy	58,834 +17,139	+41%	+$588K	0.56%	18
2020 Q4	$1.36M	Buy	41,695 +11,040	+36%	+$346K	0.38%	19
2020 Q3	$891K	Buy	30,655 +3,070	+11%	+$89.4K	0.28%	17
2020 Q2	$790K	Buy	27,585 +1,755	+7%	+$47.3K	0.26%	17
2020 Q1	$631K	Buy	25,830 +3,070	+13%	+$92.1K	0.27%	19
2019 Q4	$746K	Buy	22,760 +3,470	+18%	+$111K	0.27%	20
2019 Q3	$602K	Buy	+19,290	New	+$588K	0.24%	20

Other funds holding NULV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $237M AUM

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

CWA

Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

Strategic Point Investment Advisors's NULV Position: Q2 2026 in Review

Strategic Point Investment Advisors increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 1% in Q2 2026, buying an estimated $21.7K and bringing the position to 44,645 shares worth $2.23M. The position accounts for 0.29% of the portfolio, ranked #22.

Strategic Point Investment Advisors first reported a position in NULV in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.58M in Q2 2023. 121 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Strategic Point Investment Advisors held 44,645 shares of Nuveen ESG Large-Cap Value ETF worth $2.23M as of Q2 2026.
Strategic Point Investment Advisors bought 440 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $21.7K.
Nuveen ESG Large-Cap Value ETF made up 0.29% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #22 holding.
Strategic Point Investment Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2019 and has held it in 28 quarters since.
Strategic Point Investment Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $3.58M in Q2 2023.
121 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.