Occidental Asset Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Occidental Asset 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	$253K	Hold	5,058	–	–	0.03%	266
2026 Q1	$230K	Hold	5,058	–	–	0.03%	248
2025 Q4	$228K	Buy	5,058 +22	+0.4%	+$983	0.03%	253
2025 Q3	$221K	Hold	5,036	–	–	0.03%	249
2025 Q2	$211K	Buy	5,036 +20	+0.4%	+$796	0.03%	246
2025 Q1	$203K	Sell	5,016 -436	-8%	-$17.7K	0.03%	238
2024 Q4	$215K	Hold	5,452	–	–	0.03%	201
2024 Q3	$227K	Buy	5,452 +8	+0.1%	+$317	0.04%	194
2024 Q2	$206K	Buy	+5,444	New	+$206K	0.04%	194

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

Occidental Asset Management's NULV Position: Q2 2026 in Review

Occidental Asset Management held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q2 2026 at 5,058 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #266.

Occidental Asset 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.

Occidental Asset Management held 5,058 shares of Nuveen ESG Large-Cap Value ETF worth $253K as of Q2 2026.
Occidental Asset Management left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Value ETF made up 0.03% of Occidental Asset Management's portfolio in Q2 2026, its #266 holding.
Occidental Asset 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 Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.