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Marino Stram & Associates’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Marino Stram & Associates’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 		$305K Hold
6,108
– – 0.05% 161
2026
Q1 		$278K Sell
6,108
-158
-3% -$7.37K 0.05% 158
2025
Q4 		$282K Sell
6,266
-18,139
-74% -$810K 0.05% 154
2025
Q3 		$1.07M Sell
24,405
-2,082
-8% -$88.8K 0.19% 84
2025
Q2 		$1.11M Sell
26,487
-36,057
-58% -$1.43M 0.22% 76
2025
Q1 		$2.53M Sell
62,544
-23,764
-28% -$964K 0.56% 34
2024
Q4 		$3.4M Sell
86,308
-1,139
-1% -$47.3K 0.75% 22
2024
Q3 		$3.65M Sell
87,447
-309
-0.4% -$12.2K 0.81% 21
2024
Q2 		$3.32M Sell
87,756
-2,518
-3% -$95.1K 0.81% 20
2024
Q1 		$3.51M Buy
90,274
+1,044
+1% +$38.3K 0.83% 21
2023
Q4 		$3.2M Buy
89,230
+3,115
+4% +$106K 0.83% 21
2023
Q3 		$2.89M Buy
86,115
+1,580
+2% +$55.2K 0.85% 19
2023
Q2 		$2.93M Buy
84,535
+183
+0.2% +$6.19K 0.83% 20
2023
Q1 		$2.87M Buy
84,352
+6,215
+8% +$214K 0.87% 17
2022
Q4 		$2.68M Buy
78,137
+2,751
+4% +$93.9K 0.84% 18
2022
Q3 		$2.33M Buy
75,386
+5,114
+7% +$175K 0.84% 19
2022
Q2 		$2.35M Buy
70,272
+6,832
+11% +$245K 0.81% 23
2022
Q1 		$2.41M Buy
63,440
+3,436
+6% +$129K 0.76% 27
2021
Q4 		$2.33M Buy
60,004
+834
+1% +$32.5K 0.72% 27
2021
Q3 		$2.22M Buy
+59,170
New +$2.27M 0.77% 26
2021
Q2 		– Sell
-30,000
Closed -$1.09M – 287
2021
Q1 		$1.09M Buy
+30,000
New +$1.03M 0.42% 42

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

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

Marino Stram & Associates held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q2 2026 at 6,108 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #161.

Marino Stram & Associates first reported a position in NULV in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.65M in Q3 2024. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Marino Stram & Associates held 6,108 shares of Nuveen ESG Large-Cap Value ETF worth $305K as of Q2 2026.
  • Marino Stram & Associates left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q2 2026.
  • Nuveen ESG Large-Cap Value ETF made up 0.05% of Marino Stram & Associates's portfolio in Q2 2026, its #161 holding.
  • Marino Stram & Associates first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2021 and has held it in 21 quarters since.
  • Marino Stram & Associates's Nuveen ESG Large-Cap Value ETF position peaked at $3.65M in Q3 2024.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

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