Tortoise Investment Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Tortoise Investment Management’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	$301K	Hold	6,015	–	–	0.02%	208
2026 Q1	$274K	Sell	6,015 -600	-9%	-$28K	0.02%	205
2025 Q4	$298K	Hold	6,615	–	–	0.03%	192
2025 Q3	$290K	Sell	6,615 -600	-8%	-$25.6K	0.03%	194
2025 Q2	$302K	Hold	7,215	–	–	0.03%	180
2025 Q1	$292K	Hold	7,215	–	–	0.03%	172
2024 Q4	$284K	Hold	7,215	–	–	0.03%	191
2024 Q3	$301K	Buy	7,215 +1,750	+32%	+$69.3K	0.03%	190
2024 Q2	$207K	Hold	5,465	–	–	0.02%	201
2024 Q1	$212K	Sell	5,465 -600	-10%	-$22K	0.03%	204
2023 Q4	$218K	Hold	6,065	–	–	0.03%	198
2023 Q3	$204K	Hold	6,065	–	–	0.03%	191
2023 Q2	$210K	Sell	6,065 -320	-5%	-$10.8K	0.03%	188
2023 Q1	$218K	Hold	6,385	–	–	0.03%	185
2022 Q4	$219K	Buy	6,385 +5,720	+860%	+$195K	0.04%	182
2022 Q3	$21K	Hold	665	–	–	﹤0.01%	440
2022 Q2	$22K	Hold	665	–	–	﹤0.01%	414
2022 Q1	$25K	Hold	665	–	–	﹤0.01%	398
2021 Q4	$26K	Hold	665	–	–	﹤0.01%	371
2021 Q3	$25K	Hold	665	–	–	0.01%	360
2021 Q2	$25K	Hold	665	–	–	0.01%	356
2021 Q1	$24K	Hold	665	–	–	0.01%	341
2020 Q4	$22K	Buy	665 +350	+111%	+$11K	0.01%	323
2020 Q3	$9K	Buy	+315	New	+$9.17K	﹤0.01%	392

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

Tortoise Investment Management's NULV Position: Q2 2026 in Review

Tortoise Investment Management held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q2 2026 at 6,015 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #208.

Tortoise Investment Management first reported a position in NULV in Q3 2020 and has held it in 24 quarters since. The position peaked at $302K in Q2 2025. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Tortoise Investment Management held 6,015 shares of Nuveen ESG Large-Cap Value ETF worth $301K as of Q2 2026.
Tortoise Investment Management 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 Tortoise Investment Management's portfolio in Q2 2026, its #208 holding.
Tortoise Investment Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2020 and has held it in 24 quarters since.
Tortoise Investment Management's Nuveen ESG Large-Cap Value ETF position peaked at $302K in Q2 2025.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.