Anchor Investment Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Anchor Investment 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	$35.1K	Hold	300	–	–	﹤0.01%	685
2026 Q1	$27.3K	Hold	300	–	–	﹤0.01%	693
2025 Q4	$29.3K	Sell	300 -359	-54%	-$35.5K	﹤0.01%	682
2025 Q3	$65.5K	Hold	659	–	–	0.01%	551
2025 Q2	$61.9K	Hold	659	–	–	0.01%	552
2025 Q1	$51.6K	Hold	659	–	–	﹤0.01%	566
2024 Q4	$56.6K	Hold	659	–	–	0.01%	553
2024 Q3	$54.5K	Sell	659 -265	-29%	-$21.2K	0.01%	553
2024 Q2	$75K	Buy	+924	New	+$70.6K	0.01%	475

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

Anchor Investment Management's NULG Position: Q2 2026 in Review

Anchor Investment Management held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q2 2026 at 300 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Anchor Investment Management first reported a position in NULG in Q2 2024 and has held it in 9 quarters since. The position peaked at $75K in Q2 2024. 319 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Anchor Investment Management held 300 shares of Nuveen ESG Large-Cap Growth ETF worth $35.1K as of Q2 2026.
Anchor Investment Management left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Growth ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #685 holding.
Anchor Investment Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
Anchor Investment Management's Nuveen ESG Large-Cap Growth ETF position peaked at $75K in Q2 2024.
319 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.