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Atria Wealth Solutions’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Atria Wealth Solutions’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
-11,612
Closed -$909K – 1758
2025
Q1 		$909K Buy
11,612
+1,213
+12% +$103K 0.01% 928
2024
Q4 		$893K Sell
10,399
-2,544
-20% -$220K 0.01% 969
2024
Q3 		$1.07M Buy
12,943
+3,844
+42% +$308K 0.01% 888
2024
Q2 		$738K Buy
9,099
+2,171
+31% +$166K 0.01% 1031
2024
Q1 		$528K Buy
6,928
+1,113
+19% +$80.7K 0.01% 1234
2023
Q4 		$404K Buy
5,815
+1,726
+42% +$110K 0.01% 1326
2023
Q3 		$245K Buy
+4,089
New +$256K ﹤0.01% 1550

Other funds holding NULG

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TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return