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Triad Wealth Partners’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Triad Wealth Partners’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
Q1 		$229K Sell
5,025
-784
-13% -$36.6K 0.02% 449
2025
Q4 		$262K Sell
5,809
-552
-9% -$24.7K 0.02% 416
2025
Q3 		$279K Buy
+6,361
New +$271K 0.04% 305

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Triad Wealth Partners's NULV Position: Q1 2026 in Review

Triad Wealth Partners reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 13% in Q1 2026, selling an estimated $36.6K and leaving 5,025 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #449.

Triad Wealth Partners first reported a position in NULV in Q3 2025 and has held it in 3 quarters since. The position peaked at $279K in Q3 2025. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

  • Triad Wealth Partners held 5,025 shares of Nuveen ESG Large-Cap Value ETF worth $229K as of Q1 2026.
  • Triad Wealth Partners sold 784 Nuveen ESG Large-Cap Value ETF shares in Q1 2026, an estimated $36.6K.
  • Nuveen ESG Large-Cap Value ETF made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #449 holding.
  • Triad Wealth Partners first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Triad Wealth Partners's Nuveen ESG Large-Cap Value ETF position peaked at $279K in Q3 2025.
  • 278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.