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

Waverly 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 		– Sell
-944
Closed -$43K – 1810
2026
Q1 		$43K Buy
+944
New +$44.1K ﹤0.01% 1567

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

Waverly Advisors's NULV Position: Q2 2026 in Review

Waverly Advisors sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026, closing a stake of 944 shares — an estimated $43K sold.

Waverly Advisors first reported a position in NULV in Q1 2026 and held it in 1 quarter. The position peaked at $43K in Q1 2026. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Waverly Advisors reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 944 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $43K.
  • Waverly Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Waverly Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $43K in Q1 2026.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.