AlphaCore Capital’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

AlphaCore Capital’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
2025 Q2	–	Sell	-3,282	Closed	-$257K	–	1080
2025 Q1	$257K	Buy	+3,282	New	+$278K	0.02%	389
2024 Q1	–	Sell	-2,761	Closed	-$192K	–	297
2023 Q4	$192K	Sell	2,761 -60	-2%	-$3.81K	0.03%	220
2023 Q3	$169K	Hold	2,821	–	–	0.03%	223
2023 Q2	$175K	Hold	2,821	–	–	0.03%	202
2023 Q1	$157K	Sell	2,821 -59	-2%	-$3.12K	0.04%	137
2022 Q4	$141K	Buy	+2,880	New	+$142K	0.05%	88
2022 Q3	–	Sell	-2,089	Closed	-$101K	–	160
2022 Q2	$101K	Buy	2,089 +43	+2%	+$2.26K	0.05%	82
2022 Q1	$124K	Buy	+2,046	New	+$122K	0.05%	80
2021 Q3	–	Sell	-1,579	Closed	-$102K	–	134
2021 Q2	$102K	Buy	+1,579	New	+$96.6K	0.05%	46
2020 Q2	–	Sell	-137	Closed	-$5K	–	226
2020 Q1	$5K	Buy	+137	New	+$5.61K	﹤0.01%	256

Other funds holding NULG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

AlphaCore Capital's NULG Position: Q2 2025 in Review

AlphaCore Capital sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2025, closing a stake of 3,282 shares — an estimated $257K sold.

AlphaCore Capital first reported a position in NULG in Q1 2020 and held it in 10 quarters. The position peaked at $257K in Q1 2025. 247 funds tracked by Wall St. Rank hold NULG as of Q2 2025.

AlphaCore Capital reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
AlphaCore Capital sold 3,282 Nuveen ESG Large-Cap Growth ETF shares in Q2 2025, an estimated $257K.
AlphaCore Capital first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2020 and held it in 10 quarters.
AlphaCore Capital's Nuveen ESG Large-Cap Growth ETF position peaked at $257K in Q1 2025.
247 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2025.

Based on AlphaCore Capital's 13F filing for Q2 2025, filed 12 Aug 2025.