Stratos Wealth Partners’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Stratos Wealth Partners’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	$641K	Buy	12,817 +3,205	+33%	+$158K	0.01%	1035
2026 Q1	$437K	Buy	9,612 +2,465	+34%	+$115K	0.01%	1122
2025 Q4	$322K	Buy	7,147 +35	+0.5%	+$1.56K	﹤0.01%	1249
2025 Q3	$312K	Sell	7,112 -110	-2%	-$4.69K	﹤0.01%	1237
2025 Q2	$303K	Sell	7,222 -425	-6%	-$16.9K	﹤0.01%	1135
2025 Q1	$310K	Buy	7,647 +31	+0.4%	+$1.26K	﹤0.01%	1078
2024 Q4	$300K	Buy	7,616 +391	+5%	+$16.2K	﹤0.01%	1148
2024 Q3	$301K	Sell	7,225 -100	-1%	-$3.96K	﹤0.01%	1147
2024 Q2	$277K	Hold	7,325	–	–	﹤0.01%	1118
2024 Q1	$285K	Buy	7,325 +33	+0.5%	+$1.21K	﹤0.01%	1127
2023 Q4	$262K	Sell	7,292 -117	-2%	-$4K	﹤0.01%	1143
2023 Q3	$249K	Buy	+7,409	New	+$259K	0.01%	1090
2018 Q4	–	Sell	-1,075	Closed	-$33K	–	1928
2018 Q3	$33K	Buy	+1,075	New	+$32.2K	﹤0.01%	1649

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

Stratos Wealth Partners's NULV Position: Q2 2026 in Review

Stratos Wealth Partners increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 33% in Q2 2026, buying an estimated $158K and bringing the position to 12,817 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #1035.

Stratos Wealth Partners first reported a position in NULV in Q3 2018 and has held it in 13 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Stratos Wealth Partners held 12,817 shares of Nuveen ESG Large-Cap Value ETF worth $641K as of Q2 2026.
Stratos Wealth Partners bought 3,205 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $158K.
Nuveen ESG Large-Cap Value ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1035 holding.
Stratos Wealth Partners first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2018 and has held it in 13 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.