Wealth Enhancement Advisory Services’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Wealth Enhancement Advisory Services’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	$1.26M	Buy	24,525 +12,014	+96%	+$594K	﹤0.01%	1909
2026 Q1	$575K	Sell	12,511 -721	-5%	-$33.7K	﹤0.01%	2205
2025 Q4	$612K	Sell	13,232 -747	-5%	-$33.4K	﹤0.01%	2333
2025 Q3	$613K	Sell	13,979 -1,048	-7%	-$44.7K	﹤0.01%	2198
2025 Q2	$638K	Sell	15,027 -166	-1%	-$6.61K	﹤0.01%	2034
2025 Q1	$615K	Sell	15,193 -1,576	-9%	-$63.9K	﹤0.01%	1895
2024 Q4	$660K	Buy	16,769 +6,372	+61%	+$265K	﹤0.01%	1794
2024 Q3	$434K	Sell	10,397 -1,904	-15%	-$75.4K	﹤0.01%	1915
2024 Q2	$465K	Buy	12,301 +755	+7%	+$28.5K	﹤0.01%	1692
2024 Q1	$449K	Buy	11,546 +2,042	+21%	+$75K	﹤0.01%	1644
2023 Q4	$341K	Sell	9,504 -31,034	-77%	-$1.06M	﹤0.01%	1733
2023 Q3	$1.36M	Buy	+40,538	New	+$1.42M	﹤0.01%	991
2022 Q3	–	Sell	-80,816	Closed	-$2.72M	–	368
2022 Q2	$2.72M	Buy	+80,816	New	+$2.9M	0.04%	181
2022 Q1	–	Sell	-37,357	Closed	-$1.41M	–	321
2021 Q4	$1.41M	Buy	37,357 +315	+0.9%	+$12.3K	0.02%	190
2021 Q3	$1.46M	Buy	37,042 +1,537	+4%	+$58.9K	0.02%	165
2021 Q2	$1.35M	Buy	35,505 +8,858	+33%	+$334K	0.02%	167
2021 Q1	$979K	Buy	26,647 +4,813	+22%	+$165K	0.02%	200
2020 Q4	$737K	Buy	21,834 +832	+4%	+$26.1K	0.02%	185
2020 Q3	$639K	Buy	21,002 +10,252	+95%	+$299K	0.02%	185
2020 Q2	$313K	Buy	+10,750	New	+$290K	0.01%	199

Other funds holding NULV

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 New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's NULV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 96% in Q2 2026, buying an estimated $594K and bringing the position to 24,525 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

Wealth Enhancement Advisory Services first reported a position in NULV in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.72M in Q2 2022. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Wealth Enhancement Advisory Services held 24,525 shares of Nuveen ESG Large-Cap Value ETF worth $1.26M as of Q2 2026.
Wealth Enhancement Advisory Services bought 12,014 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $594K.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1909 holding.
Wealth Enhancement Advisory Services first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2020 and has held it in 20 quarters since.
Wealth Enhancement Advisory Services's Nuveen ESG Large-Cap Value ETF position peaked at $2.72M in Q2 2022.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.