Marino Stram & Associates’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Marino Stram & Associates’s Portfolio NULG Stock Details NULG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$676K	Buy	5,771 +341	+6%	+$36.6K	0.11%	107
2026 Q1	$494K	Sell	5,430 -2,734	-33%	-$262K	0.09%	112
2025 Q4	$798K	Sell	8,164 -7,617	-48%	-$752K	0.14%	96
2025 Q3	$1.57M	Hold	15,781	–	–	0.28%	61
2025 Q2	$1.48M	Buy	15,781 +4,910	+45%	+$414K	0.3%	55
2025 Q1	$851K	Buy	10,871 +2,493	+30%	+$212K	0.19%	89
2024 Q4	$719K	Buy	8,378 +13	+0.2%	+$1.12K	0.16%	99
2024 Q3	$691K	Hold	8,365	–	–	0.15%	100
2024 Q2	$679K	Hold	8,365	–	–	0.17%	95
2024 Q1	$638K	Buy	8,365 +5	+0.1%	+$363	0.15%	99
2023 Q4	$581K	Buy	8,360 +31	+0.4%	+$1.97K	0.15%	101
2023 Q3	$499K	Hold	8,329	–	–	0.15%	97
2023 Q2	$518K	Hold	8,329	–	–	0.15%	97
2023 Q1	$464K	Buy	8,329 +1,095	+15%	+$57.8K	0.14%	102
2022 Q4	$354K	Buy	+7,234	New	+$356K	0.11%	109

Other funds holding NULG

LPL Financial San Diego, California $445B AUM 25.58% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

Marino Stram & Associates's NULG Position: Q2 2026 in Review

Marino Stram & Associates increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 6.3% in Q2 2026, buying an estimated $36.6K and bringing the position to 5,771 shares worth $676K. The position accounts for 0.11% of the portfolio, ranked #107.

Marino Stram & Associates first reported a position in NULG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.57M in Q3 2025. 201 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Marino Stram & Associates held 5,771 shares of Nuveen ESG Large-Cap Growth ETF worth $676K as of Q2 2026.
Marino Stram & Associates bought 341 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $36.6K.
Nuveen ESG Large-Cap Growth ETF made up 0.11% of Marino Stram & Associates's portfolio in Q2 2026, its #107 holding.
Marino Stram & Associates first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
Marino Stram & Associates's Nuveen ESG Large-Cap Growth ETF position peaked at $1.57M in Q3 2025.
201 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.