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

Orion 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	$131K	Buy	2,627 +20	+0.8%	+$988	0.04%	190
2026 Q1	$119K	Buy	2,607 +1,236	+90%	+$57.7K	0.04%	186
2025 Q4	$61.8K	Buy	1,371 +901	+192%	+$40.2K	0.02%	255
2025 Q3	$20.6K	Hold	470	–	–	0.01%	341
2025 Q2	$19.7K	Hold	470	–	–	0.01%	324
2025 Q1	$19K	Hold	470	–	–	0.01%	319
2024 Q4	$18.5K	Buy	+470	New	+$19.5K	0.01%	325
2024 Q3	–	Sell	-470	Closed	-$17.8K	–	328
2024 Q2	$17.8K	Hold	470	–	–	0.01%	323
2024 Q1	$18.3K	Buy	+470	New	+$17.3K	0.01%	344

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

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

Orion Capital Management increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.77% in Q2 2026, buying an estimated $988 and bringing the position to 2,627 shares worth $131K. The position accounts for 0.04% of the portfolio, ranked #190.

Orion Capital Management first reported a position in NULV in Q1 2024 and has held it in 9 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Orion Capital Management held 2,627 shares of Nuveen ESG Large-Cap Value ETF worth $131K as of Q2 2026.
Orion Capital Management bought 20 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $988.
Nuveen ESG Large-Cap Value ETF made up 0.04% of Orion Capital Management's portfolio in Q2 2026, its #190 holding.
Orion Capital Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 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 Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.