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

Vicus Capital’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 		$4.29M Sell
85,771
-2,047
-2% -$101K 0.28% 61
2026
Q1 		$4M Sell
87,818
-5,605
-6% -$262K 0.29% 59
2025
Q4 		$4.21M Sell
93,423
-6,005
-6% -$268K 0.32% 47
2025
Q3 		$4.36M Buy
99,428
+3,318
+3% +$142K 0.33% 46
2025
Q2 		$4.03M Sell
96,110
-223
-0.2% -$8.88K 0.33% 46
2025
Q1 		$3.9M Sell
96,333
-2,004
-2% -$81.3K 0.36% 40
2024
Q4 		$3.87M Buy
98,337
+3,269
+3% +$136K 0.34% 43
2024
Q3 		$3.97M Sell
95,068
-898
-0.9% -$35.6K 0.35% 39
2024
Q2 		$3.63M Buy
95,966
+1,054
+1% +$39.8K 0.33% 43
2024
Q1 		$3.69M Sell
94,912
-192
-0.2% -$7.05K 0.34% 42
2023
Q4 		$3.42M Sell
95,104
-11,492
-11% -$393K 0.35% 42
2023
Q3 		$3.58M Sell
106,596
-302
-0.3% -$10.6K 0.38% 38
2023
Q2 		$3.7M Buy
106,898
+5,954
+6% +$201K 0.39% 38
2023
Q1 		$3.44M Buy
100,944
+10,138
+11% +$349K 0.37% 39
2022
Q4 		$3.11M Buy
90,806
+19,541
+27% +$667K 0.35% 43
2022
Q3 		$2.2M Sell
71,265
-13,396
-16% -$458K 0.26% 51
2022
Q2 		$2.83M Sell
84,661
-12,566
-13% -$451K 0.32% 47
2022
Q1 		$3.7M Buy
97,227
+7,132
+8% +$268K 0.37% 44
2021
Q4 		$3.43M Buy
90,095
+30,522
+51% +$1.19M 0.35% 45
2021
Q3 		$2.23M Buy
59,573
+14,768
+33% +$566K 0.36% 44
2021
Q2 		$1.69M Buy
44,805
+9,103
+25% +$343K 0.28% 47
2021
Q1 		$1.29M Buy
35,702
+5,021
+16% +$172K 0.15% 78
2020
Q4 		$1.01M Buy
30,681
+10,209
+50% +$320K 0.12% 89
2020
Q3 		$595K Sell
20,472
-4,982
-20% -$145K 0.08% 117
2020
Q2 		$710K Sell
25,454
-381
-1% -$10.3K 0.11% 103
2020
Q1 		$631K Buy
25,835
+5,486
+27% +$165K 0.12% 93
2019
Q4 		$667K Buy
20,349
+1,083
+6% +$34.6K 0.1% 107
2019
Q3 		$602K Buy
19,266
+3,515
+22% +$107K 0.08% 137
2019
Q2 		$477K Buy
+15,751
New +$467K 0.07% 154

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

Vicus Capital's NULV Position: Q2 2026 in Review

Vicus Capital reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 2.3% in Q2 2026, selling an estimated $101K and leaving 85,771 shares worth $4.29M. The position accounts for 0.28% of the portfolio, ranked #61.

Vicus Capital first reported a position in NULV in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.36M in Q3 2025. 280 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Vicus Capital held 85,771 shares of Nuveen ESG Large-Cap Value ETF worth $4.29M as of Q2 2026.
  • Vicus Capital sold 2,047 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $101K.
  • Nuveen ESG Large-Cap Value ETF made up 0.28% of Vicus Capital's portfolio in Q2 2026, its #61 holding.
  • Vicus Capital first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2019 and has held it in 29 quarters since.
  • Vicus Capital's Nuveen ESG Large-Cap Value ETF position peaked at $4.36M in Q3 2025.
  • 280 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.