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

Summit Financial’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	$265K	Buy	+5,300	New	+$262K	﹤0.01%	1389

Other funds holding NULV

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 New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Summit Financial's NULV Position: Q2 2026 in Review

Summit Financial opened a new position in Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026: 5,300 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #1389 among its holdings.

279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Summit Financial held 5,300 shares of Nuveen ESG Large-Cap Value ETF worth $265K as of Q2 2026.
Nuveen ESG Large-Cap Value ETF was a new Summit Financial position in Q2 2026.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1389 holding.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.