TWM
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Tradition Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Tradition Wealth 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 		$769K Sell
15,387
-2,011
-12% -$99.4K 0.05% 241
2026
Q1 		$792K Sell
17,398
-107
-0.6% -$4.99K 0.06% 224
2025
Q4 		$789K Buy
17,505
+176
+1% +$7.86K 0.06% 221
2025
Q3 		$759K Sell
17,329
-418
-2% -$17.8K 0.06% 222
2025
Q2 		$744K Sell
17,747
-208
-1% -$8.28K 0.06% 215
2025
Q1 		$727K Buy
17,955
+1,079
+6% +$43.8K 0.06% 202
2024
Q4 		$664K Sell
16,876
-2,415
-13% -$100K 0.06% 208
2024
Q3 		$805K Sell
19,291
-373
-2% -$14.8K 0.07% 182
2024
Q2 		$743K Sell
19,664
-6,696
-25% -$253K 0.07% 181
2024
Q1 		$1.02M Sell
26,360
-626
-2% -$23K 0.1% 147
2023
Q4 		$969K Buy
26,986
+1,540
+6% +$52.6K 0.1% 131
2023
Q3 		$855K Buy
25,446
+496
+2% +$17.3K 0.1% 130
2023
Q2 		$865K Buy
24,950
+10,313
+70% +$349K 0.1% 129
2023
Q1 		$499K Buy
14,637
+874
+6% +$30.1K 0.06% 171
2022
Q4 		$471K Buy
13,763
+1,081
+9% +$36.9K 0.07% 165
2022
Q3 		$391K Buy
12,682
+644
+5% +$22K 0.06% 183
2022
Q2 		$402K Sell
12,038
-317
-3% -$11.4K 0.06% 178
2022
Q1 		$470K Buy
12,355
+2,054
+20% +$77.2K 0.06% 195
2021
Q4 		$400K Buy
10,301
+8,563
+493% +$334K 0.05% 207
2021
Q3 		$65K Buy
1,738
+419
+32% +$16.1K 0.01% 443
2021
Q2 		$50K Buy
+1,319
New +$49.7K 0.01% 525

Other funds holding NULV

Bank of America
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Tradition Wealth Management's NULV Position: Q2 2026 in Review

Tradition Wealth Management reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 12% in Q2 2026, selling an estimated $99.4K and leaving 15,387 shares worth $769K. The position accounts for 0.05% of the portfolio, ranked #241.

Tradition Wealth Management first reported a position in NULV in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.02M in Q1 2024. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Tradition Wealth Management held 15,387 shares of Nuveen ESG Large-Cap Value ETF worth $769K as of Q2 2026.
  • Tradition Wealth Management sold 2,011 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $99.4K.
  • Nuveen ESG Large-Cap Value ETF made up 0.05% of Tradition Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Tradition Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
  • Tradition Wealth Management's Nuveen ESG Large-Cap Value ETF position peaked at $1.02M in Q1 2024.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.