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

Aprio 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 		$741K Sell
6,329
-49
-0.8% -$5.26K 0.04% 291
2026
Q1 		$580K Buy
6,378
+70
+1% +$6.71K 0.03% 307
2025
Q4 		$617K Buy
6,308
+110
+2% +$10.9K 0.04% 277
2025
Q3 		$616K Buy
6,198
+73
+1% +$7.1K 0.06% 186
2025
Q2 		$575K Buy
6,125
+314
+5% +$26.5K 0.06% 168
2025
Q1 		$455K Buy
5,811
+348
+6% +$29.5K 0.06% 190
2024
Q4 		$469K Buy
5,463
+18
+0.3% +$1.56K 0.07% 143
2024
Q3 		$450K Buy
5,445
+22
+0.4% +$1.76K 0.07% 132
2024
Q2 		$440K Buy
5,423
+86
+2% +$6.58K 0.08% 115
2024
Q1 		$407K Sell
5,337
-127
-2% -$9.21K 0.08% 117
2023
Q4 		$380K Buy
5,464
+12
+0.2% +$763 0.08% 111
2023
Q3 		$327K Buy
5,452
+101
+2% +$6.32K 0.09% 110
2023
Q2 		$333K Buy
5,351
+88
+2% +$5.03K 0.09% 99
2023
Q1 		$293K Buy
+5,263
New +$278K 0.09% 99

Other funds holding NULG

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Aprio Wealth Management reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 0.77% in Q2 2026, selling an estimated $5.26K and leaving 6,329 shares worth $741K. The position accounts for 0.04% of the portfolio, ranked #291.

Aprio Wealth Management first reported a position in NULG in Q1 2023 and has held it in 14 quarters since. 319 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Aprio Wealth Management held 6,329 shares of Nuveen ESG Large-Cap Growth ETF worth $741K as of Q2 2026.
  • Aprio Wealth Management sold 49 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $5.26K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #291 holding.
  • Aprio Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 319 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.