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Wealthspire Advisors (New York)’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-2,673
Closed -$117K – 2255
2025
Q3 		$117K Buy
+2,673
New +$114K ﹤0.01% 966

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthspire Advisors (New York)'s NULV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2025, closing a stake of 2,673 shares — an estimated $117K sold.

Wealthspire Advisors (New York) first reported a position in NULV in Q3 2025 and held it in 1 quarter. The position peaked at $117K in Q3 2025. 275 funds tracked by Wall St. Rank hold NULV as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,673 Nuveen ESG Large-Cap Value ETF shares in Q4 2025, an estimated $117K.
  • Wealthspire Advisors (New York) first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Nuveen ESG Large-Cap Value ETF position peaked at $117K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.