Tradewinds Capital Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Tradewinds Capital 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	$11.9K	Buy	239 +6	+3%	+$296	﹤0.01%	384
2026 Q1	$10.6K	Buy	233 +18	+8%	+$840	﹤0.01%	387
2025 Q4	$9.69K	Hold	215	–	–	﹤0.01%	386
2025 Q3	$9.42K	Hold	215	–	–	﹤0.01%	379
2025 Q2	$9.01K	Hold	215	–	–	﹤0.01%	361
2025 Q1	$8.71K	Buy	215 +7	+3%	+$284	﹤0.01%	371
2024 Q4	$8.19K	Buy	208 +11	+6%	+$457	﹤0.01%	386
2024 Q3	$8.22K	Hold	197	–	–	﹤0.01%	365
2024 Q2	$7.45K	Buy	+197	New	+$7.44K	﹤0.01%	354

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

Tradewinds Capital Management's NULV Position: Q2 2026 in Review

Tradewinds Capital Management increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 2.6% in Q2 2026, buying an estimated $296 and bringing the position to 239 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Tradewinds Capital Management first reported a position in NULV in Q2 2024 and has held it in 9 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Tradewinds Capital Management held 239 shares of Nuveen ESG Large-Cap Value ETF worth $11.9K as of Q2 2026.
Tradewinds Capital Management bought 6 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $296.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #384 holding.
Tradewinds Capital Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.