Western Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Western Wealth Management’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 Q1	$367K	Buy	8,077 +424	+6%	+$19.8K	0.01%	727
2025 Q4	$345K	Buy	7,653 +1,408	+23%	+$62.9K	0.02%	620
2025 Q3	$274K	Buy	6,245 +149	+2%	+$6.36K	0.01%	626
2025 Q2	$256K	Sell	6,096 -10	-0.2%	-$398	0.02%	606
2025 Q1	$247K	Buy	+6,106	New	+$248K	0.02%	584
2022 Q4	–	Sell	-8,125	Closed	-$249K	–	741
2022 Q3	$249K	Sell	8,125 -3,509	-30%	-$120K	0.01%	683
2022 Q2	$388K	Buy	11,634 +1,451	+14%	+$52.1K	0.02%	535
2022 Q1	$387K	Buy	10,183 +4,719	+86%	+$177K	0.02%	603
2021 Q4	$211K	Buy	+5,464	New	+$213K	0.02%	572

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Western Wealth Management's NULV Position: Q1 2026 in Review

Western Wealth Management increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 5.5% in Q1 2026, buying an estimated $19.8K and bringing the position to 8,077 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #727.

Western Wealth Management first reported a position in NULV in Q4 2021 and has held it in 9 quarters since. The position peaked at $388K in Q2 2022. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

Western Wealth Management held 8,077 shares of Nuveen ESG Large-Cap Value ETF worth $367K as of Q1 2026.
Western Wealth Management bought 424 Nuveen ESG Large-Cap Value ETF shares in Q1 2026, an estimated $19.8K.
Nuveen ESG Large-Cap Value ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #727 holding.
Western Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2021 and has held it in 9 quarters since.
Western Wealth Management's Nuveen ESG Large-Cap Value ETF position peaked at $388K in Q2 2022.
278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.