VA
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VestGen Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

VestGen Advisors’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 		$556K Buy
11,128
+105
+1% +$5.19K 0.02% 636
2026
Q1 		$550K Sell
11,023
-1,967
-15% -$91.8K 0.01% 632
2025
Q4 		$585K Sell
12,990
-9,185
-41% -$410K 0.02% 448
2025
Q3 		$972K Buy
22,175
+18
+0.1% +$768 0.03% 371
2025
Q2 		$930K Sell
22,157
-3,424
-13% -$136K 0.04% 339
2025
Q1 		$1.04M Buy
+25,581
New +$1.04M 0.05% 305

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

VestGen Advisors's NULV Position: Q2 2026 in Review

VestGen Advisors increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.95% in Q2 2026, buying an estimated $5.19K and bringing the position to 11,128 shares worth $556K. The position accounts for 0.02% of the portfolio, ranked #636.

VestGen Advisors first reported a position in NULV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.04M in Q1 2025. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • VestGen Advisors held 11,128 shares of Nuveen ESG Large-Cap Value ETF worth $556K as of Q2 2026.
  • VestGen Advisors bought 105 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $5.19K.
  • Nuveen ESG Large-Cap Value ETF made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #636 holding.
  • VestGen Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $1.04M in Q1 2025.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.