WAM
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return