Values Added Financial
NULC icon

Values Added Financial’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

Values Added Financial’s Portfolio NULC Stock Details NULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$722K Sell
12,979
-165
-1% -$9.09K 0.26% 61
2026
Q2 		$712K Sell
13,144
-449
-3% -$23.3K 0.26% 66
2026
Q1 		$629K Buy
13,593
+1,234
+10% +$59.5K 0.26% 61
2025
Q4 		$591K Sell
12,359
-447
-3% -$23.1K 0.25% 69
2025
Q3 		$667K Hold
12,806
– – 0.3% 62
2025
Q2 		$628K Buy
12,806
+3,881
+43% +$176K 0.3% 61
2025
Q1 		$391K Buy
8,925
+1,376
+18% +$63.1K 0.22% 80
2024
Q4 		$343K Buy
7,549
+394
+6% +$18.6K 0.2% 84
2024
Q3 		$331K Buy
7,155
+2,137
+43% +$95K 0.21% 74
2024
Q2 		$220K Hold
5,018
– – 0.16% 87
2024
Q1 		$217K Buy
+5,018
New +$204K 0.17% 84

Other funds holding NULC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
The Wealth Group
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Diesslin Group
Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return
Towneley Capital Management
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
Westside Investment Management
Westside Investment Management Santa Monica, California $785M AUM 29.89% 1-Year Est. Return
Cherry Tree Wealth Management
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Values Added Financial's NULC Position: Q3 2026 in Review

Values Added Financial reduced its Nuveen ESG Large-Cap ETF (NULC) stake by 1.3% in Q3 2026, selling an estimated $9.09K and leaving 12,979 shares worth $722K. The position accounts for 0.26% of the portfolio, ranked #61.

Values Added Financial first reported a position in NULC in Q1 2024 and has held it in 11 quarters since. 10 funds tracked by Wall St. Rank hold NULC as of Q3 2026.

  • Values Added Financial held 12,979 shares of Nuveen ESG Large-Cap ETF worth $722K as of Q3 2026.
  • Values Added Financial sold 165 Nuveen ESG Large-Cap ETF shares in Q3 2026, an estimated $9.09K.
  • Nuveen ESG Large-Cap ETF made up 0.26% of Values Added Financial's portfolio in Q3 2026, its #61 holding.
  • Values Added Financial first reported a position in Nuveen ESG Large-Cap ETF in Q1 2024 and has held it in 11 quarters since.
  • 10 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.