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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Atria Wealth Solutions's NULG Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2025, closing a stake of 11,612 shares — an estimated $909K sold.

Atria Wealth Solutions first reported a position in NULG in Q3 2023 and held it in 7 quarters. The position peaked at $1.07M in Q3 2024. 248 funds tracked by Wall St. Rank hold NULG as of Q2 2025.

Atria Wealth Solutions reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 11,612 Nuveen ESG Large-Cap Growth ETF shares in Q2 2025, an estimated $909K.
Atria Wealth Solutions first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2023 and held it in 7 quarters.
Atria Wealth Solutions's Nuveen ESG Large-Cap Growth ETF position peaked at $1.07M in Q3 2024.
248 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.