XY Planning Network’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

XY Planning Network’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	$962K	Buy	19,251 +177	+0.9%	+$8.75K	0.12%	150
2026 Q1	$875K	Buy	19,074 +978	+5%	+$45.6K	0.14%	137
2025 Q4	$815K	Buy	18,096 +6,245	+53%	+$279K	0.14%	137
2025 Q3	$497K	Hold	11,851	–	–	0.17%	109
2025 Q2	$497K	Buy	11,851 +945	+9%	+$37.6K	0.17%	109
2025 Q1	$442K	Sell	10,906 -56	-0.5%	-$2.27K	0.29%	67
2024 Q4	$432K	Buy	+10,962	New	+$455K	0.32%	59

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

XY Planning Network's NULV Position: Q2 2026 in Review

XY Planning Network increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.93% in Q2 2026, buying an estimated $8.75K and bringing the position to 19,251 shares worth $962K. The position accounts for 0.12% of the portfolio, ranked #150.

XY Planning Network first reported a position in NULV in Q4 2024 and has held it in 7 quarters since. 280 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

XY Planning Network held 19,251 shares of Nuveen ESG Large-Cap Value ETF worth $962K as of Q2 2026.
XY Planning Network bought 177 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $8.75K.
Nuveen ESG Large-Cap Value ETF made up 0.12% of XY Planning Network's portfolio in Q2 2026, its #150 holding.
XY Planning Network first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
280 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.