American Financial & Tax Strategies’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

American Financial & Tax Strategies’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	$515K	Hold	4,397	–	–	0.23%	74
2026 Q1	$400K	Buy	4,397 +351	+9%	+$33.6K	0.19%	76
2025 Q4	$396K	Buy	4,046 +747	+23%	+$73.8K	0.2%	78
2025 Q3	$328K	Hold	3,299	–	–	0.16%	82
2025 Q2	$310K	Buy	3,299 +191	+6%	+$16.1K	0.16%	84
2025 Q1	$243K	Sell	3,108 -827	-21%	-$70.2K	0.13%	87
2024 Q4	$338K	Sell	3,935 -159	-4%	-$13.8K	0.18%	76
2024 Q3	$338K	Hold	4,094	–	–	0.17%	79
2024 Q2	$332K	Hold	4,094	–	–	0.18%	78
2024 Q1	$312K	Buy	4,094 +328	+9%	+$23.8K	0.17%	80
2023 Q4	$262K	Buy	+3,766	New	+$239K	0.15%	84

Other funds holding NULG

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

American Financial & Tax Strategies's NULG Position: Q2 2026 in Review

American Financial & Tax Strategies held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q2 2026 at 4,397 shares worth $515K. The position accounts for 0.23% of the portfolio, ranked #74.

American Financial & Tax Strategies first reported a position in NULG in Q4 2023 and has held it in 11 quarters since. 251 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

American Financial & Tax Strategies held 4,397 shares of Nuveen ESG Large-Cap Growth ETF worth $515K as of Q2 2026.
American Financial & Tax Strategies left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Growth ETF made up 0.23% of American Financial & Tax Strategies's portfolio in Q2 2026, its #74 holding.
American Financial & Tax Strategies first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
251 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.