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

Sunrise Financial Services’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	$35.1K	Hold	703	–	–	0.02%	134
2026 Q1	$32K	Sell	703 -4,869	-87%	-$227K	0.02%	140
2025 Q4	$251K	Buy	+5,572	New	+$249K	0.19%	46

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

Sunrise Financial Services's NULV Position: Q2 2026 in Review

Sunrise Financial Services held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q2 2026 at 703 shares worth $35.1K. The position accounts for 0.02% of the portfolio, ranked #134.

Sunrise Financial Services first reported a position in NULV in Q4 2025 and has held it in 3 quarters since. The position peaked at $251K in Q4 2025. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Sunrise Financial Services held 703 shares of Nuveen ESG Large-Cap Value ETF worth $35.1K as of Q2 2026.
Sunrise Financial Services left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Value ETF made up 0.02% of Sunrise Financial Services's portfolio in Q2 2026, its #134 holding.
Sunrise Financial Services first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
Sunrise Financial Services's Nuveen ESG Large-Cap Value ETF position peaked at $251K in Q4 2025.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

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