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 Q3	$989K	Sell	18,784 -467	-2%	-$24.6K	0.11%	155
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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $550M AUM 8.26% 1-Year Est. Return

XY Planning Network's NULV Position: Q3 2026 in Review

XY Planning Network reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 2.4% in Q3 2026, selling an estimated $24.6K and leaving 18,784 shares worth $989K. The position accounts for 0.11% of the portfolio, ranked #155.

XY Planning Network first reported a position in NULV in Q4 2024 and has held it in 8 quarters since. 89 funds tracked by Wall St. Rank hold NULV as of Q3 2026.

XY Planning Network held 18,784 shares of Nuveen ESG Large-Cap Value ETF worth $989K as of Q3 2026.
XY Planning Network sold 467 Nuveen ESG Large-Cap Value ETF shares in Q3 2026, an estimated $24.6K.
Nuveen ESG Large-Cap Value ETF made up 0.11% of XY Planning Network's portfolio in Q3 2026, its #155 holding.
XY Planning Network first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
89 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.