AssetMark Inc
NULG icon

AssetMark Inc’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

AssetMark Inc’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
Q3 		$6.41M Sell
56,405
-6,369
-10% -$725K 0.01% 678
2026
Q2 		$7.35M Sell
62,774
-629
-1% -$67.5K 0.01% 630
2026
Q1 		$5.77M Buy
63,403
+3,171
+5% +$304K 0.01% 632
2025
Q4 		$5.89M Buy
60,232
+3,335
+6% +$329K 0.01% 628
2025
Q3 		$5.66M Buy
56,897
+1,650
+3% +$160K 0.01% 599
2025
Q2 		$5.19M Buy
55,247
+1,707
+3% +$144K 0.01% 572
2025
Q1 		$4.19M Buy
53,540
+3,360
+7% +$285K 0.01% 551
2024
Q4 		$4.31M Buy
50,180
+2,106
+4% +$182K 0.01% 535
2024
Q3 		$3.97M Buy
48,074
+1,821
+4% +$146K 0.01% 492
2024
Q2 		$3.75M Buy
46,253
+4,113
+10% +$314K 0.01% 482
2024
Q1 		$3.21M Buy
42,140
+1,471
+4% +$107K 0.01% 498
2023
Q4 		$2.83M Buy
40,669
+2,758
+7% +$175K 0.01% 479
2023
Q3 		$2.27M Buy
37,911
+6,682
+21% +$418K 0.01% 484
2023
Q2 		$1.94M Buy
31,229
+7,308
+31% +$418K 0.01% 487
2023
Q1 		$1.33M Buy
23,921
+3,382
+16% +$179K 0.01% 541
2022
Q4 		$1M Buy
20,539
+7,366
+56% +$362K ﹤0.01% 579
2022
Q3 		$607K Buy
13,173
+7,261
+123% +$373K ﹤0.01% 622
2022
Q2 		$285K Buy
+5,912
New +$311K ﹤0.01% 699

Other funds holding NULG

RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
True Blue Financial
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
DeDora Capital
DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Equita Financial Network
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $550M AUM 8.26% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

AssetMark Inc's NULG Position: Q3 2026 in Review

AssetMark Inc reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 10% in Q3 2026, selling an estimated $725K and leaving 56,405 shares worth $6.41M. The position accounts for 0.01% of the portfolio, ranked #678.

AssetMark Inc first reported a position in NULG in Q2 2022 and has held it in 18 quarters since. The position peaked at $7.35M in Q2 2026. 128 funds tracked by Wall St. Rank hold NULG as of Q3 2026.

  • AssetMark Inc held 56,405 shares of Nuveen ESG Large-Cap Growth ETF worth $6.41M as of Q3 2026.
  • AssetMark Inc sold 6,369 Nuveen ESG Large-Cap Growth ETF shares in Q3 2026, an estimated $725K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #678 holding.
  • AssetMark Inc first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2022 and has held it in 18 quarters since.
  • AssetMark Inc's Nuveen ESG Large-Cap Growth ETF position peaked at $7.35M in Q2 2026.
  • 128 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.