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Summit Wealth Group (Colorado)’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-35,668
Closed -$1.5M – 497
2025
Q3 		$1.5M Buy
+35,668
New +$1.52M 0.16% 112

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Summit Wealth Group (Colorado)'s NULV Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2025, closing a stake of 35,668 shares — an estimated $1.5M sold.

Summit Wealth Group (Colorado) first reported a position in NULV in Q3 2025 and held it in 1 quarter. The position peaked at $1.5M in Q3 2025. 275 funds tracked by Wall St. Rank hold NULV as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 35,668 Nuveen ESG Large-Cap Value ETF shares in Q4 2025, an estimated $1.5M.
  • Summit Wealth Group (Colorado) first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Nuveen ESG Large-Cap Value ETF position peaked at $1.5M in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.