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MAI Capital Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

MAI Capital 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
Q2 		$316K Buy
6,327
+178
+3% +$8.8K ﹤0.01% 1555
2026
Q1 		$280K Hold
6,149
– – ﹤0.01% 1313
2025
Q4 		$277K Sell
6,149
-552
-8% -$24.7K ﹤0.01% 1181
2025
Q3 		$294K Buy
6,701
+1,003
+18% +$42.8K ﹤0.01% 1110
2025
Q2 		$239K Buy
5,698
+118
+2% +$4.7K ﹤0.01% 1106
2025
Q1 		$226K Sell
5,580
-548
-9% -$22.2K ﹤0.01% 1073
2024
Q4 		$241K Buy
6,128
+281
+5% +$11.7K ﹤0.01% 1073
2024
Q3 		$244K Hold
5,847
– – ﹤0.01% 941
2024
Q2 		$221K Buy
+5,847
New +$221K ﹤0.01% 1113

Other funds holding NULV

Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
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

MAI Capital Management's NULV Position: Q2 2026 in Review

MAI Capital Management increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 2.9% in Q2 2026, buying an estimated $8.8K and bringing the position to 6,327 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

MAI Capital Management first reported a position in NULV in Q2 2024 and has held it in 9 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • MAI Capital Management held 6,327 shares of Nuveen ESG Large-Cap Value ETF worth $316K as of Q2 2026.
  • MAI Capital Management bought 178 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $8.8K.
  • Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1555 holding.
  • MAI Capital Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.