AE Wealth Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

AE Wealth Management’s Portfolio NULG Stock Details NULG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.7M	Buy	14,487 +13,557	+1,458%	+$1.46M	0.01%	718
2026 Q1	$84.6K	Buy	+930	New	+$89.1K	﹤0.01%	1850
2025 Q1	–	Sell	-604	Closed	-$51.9K	–	2244
2024 Q4	$51.9K	Buy	+604	New	+$52.2K	﹤0.01%	1552
2024 Q3	–	Sell	-64,418	Closed	-$5.23M	–	1300
2024 Q2	$5.23M	Buy	+64,418	New	+$4.92M	0.05%	315

Other funds holding NULG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AE Wealth Management's NULG Position: Q2 2026 in Review

AE Wealth Management increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 1,458% in Q2 2026, buying an estimated $1.46M and bringing the position to 14,487 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #718.

AE Wealth Management first reported a position in NULG in Q2 2024 and has held it in 4 quarters since. The position peaked at $5.23M in Q2 2024. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

AE Wealth Management held 14,487 shares of Nuveen ESG Large-Cap Growth ETF worth $1.7M as of Q2 2026.
AE Wealth Management bought 13,557 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $1.46M.
Nuveen ESG Large-Cap Growth ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #718 holding.
AE Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2024 and has held it in 4 quarters since.
AE Wealth Management's Nuveen ESG Large-Cap Growth ETF position peaked at $5.23M in Q2 2024.
315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.