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

WNY 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	$1.06M	Buy	21,180 +379	+2%	+$18.7K	0.09%	102
2026 Q1	$946K	Buy	+20,801	New	+$971K	0.1%	104
2025 Q3	$1.05M	Sell	23,863 -33,548	-58%	-$1.43M	0.1%	92
2025 Q2	$2.41M	Sell	57,411 -25,948	-31%	-$1.03M	0.27%	51
2025 Q1	$3.38M	Sell	83,359 -1,063	-1%	-$43.1K	0.4%	43
2024 Q4	$3.32M	Sell	84,422 -1,556	-2%	-$64.6K	0.41%	41
2024 Q3	$3.59M	Sell	85,978 -1,681	-2%	-$66.6K	0.42%	38
2024 Q2	$3.31M	Buy	87,659 +294	+0.3%	+$11.1K	0.44%	41
2024 Q1	$3.4M	Buy	87,365 +3,997	+5%	+$147K	0.52%	39
2023 Q4	$2.99M	Sell	83,368 -7,565	-8%	-$258K	0.51%	39
2023 Q3	$3.05M	Buy	+90,933	New	+$3.18M	0.6%	34

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

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

WNY Asset Management increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 1.8% in Q2 2026, buying an estimated $18.7K and bringing the position to 21,180 shares worth $1.06M. The position accounts for 0.09% of the portfolio, ranked #102.

WNY Asset Management first reported a position in NULV in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.59M in Q3 2024. 280 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

WNY Asset Management held 21,180 shares of Nuveen ESG Large-Cap Value ETF worth $1.06M as of Q2 2026.
WNY Asset Management bought 379 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $18.7K.
Nuveen ESG Large-Cap Value ETF made up 0.09% of WNY Asset Management's portfolio in Q2 2026, its #102 holding.
WNY Asset Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
WNY Asset Management's Nuveen ESG Large-Cap Value ETF position peaked at $3.59M in Q3 2024.
280 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.