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Avantax Advisory Services’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Avantax Advisory Services’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 		$854K Sell
9,086
-54
-0.6% -$4.56K ﹤0.01% 1262
2025
Q1 		$716K Buy
9,140
+1,328
+17% +$113K ﹤0.01% 1288
2024
Q4 		$671K Buy
7,812
+3,424
+78% +$296K ﹤0.01% 1266
2024
Q3 		$363K Buy
4,388
+253
+6% +$20.3K ﹤0.01% 1625
2024
Q2 		$336K Sell
4,135
-59
-1% -$4.51K ﹤0.01% 1619
2024
Q1 		$320K Buy
4,194
+209
+5% +$15.2K ﹤0.01% 1262
2023
Q4 		$277K Sell
3,985
-981
-20% -$62.4K ﹤0.01% 1280
2023
Q3 		$298K Buy
4,966
+111
+2% +$6.94K ﹤0.01% 1201
2023
Q2 		$302K Sell
4,855
-2,863
-37% -$164K ﹤0.01% 1180
2023
Q1 		$430K Sell
7,718
-1,383
-15% -$73K 0.01% 976
2022
Q4 		$445K Sell
9,101
-1,903
-17% -$93.6K 0.01% 918
2022
Q3 		$507K Buy
11,004
+2,207
+25% +$114K 0.01% 770
2022
Q2 		$424K Sell
8,797
-6,433
-42% -$339K 0.01% 849
2022
Q1 		$927K Buy
15,230
+2,928
+24% +$174K 0.01% 562
2021
Q4 		$843K Buy
12,302
+717
+6% +$50.3K 0.01% 571
2021
Q3 		$757K Buy
11,585
+1,632
+16% +$110K 0.01% 571
2021
Q2 		$641K Buy
9,953
+4,790
+93% +$293K 0.01% 610
2021
Q1 		$299K Buy
+5,163
New +$299K 0.01% 808

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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 $377B 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 $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Avantax Advisory Services's NULG Position: Q2 2025 in Review

Avantax Advisory Services reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 0.59% in Q2 2025, selling an estimated $4.56K and leaving 9,086 shares worth $854K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Avantax Advisory Services first reported a position in NULG in Q1 2021 and has held it in 18 quarters since. The position peaked at $927K in Q1 2022. 247 funds tracked by Wall St. Rank hold NULG as of Q2 2025.

  • Avantax Advisory Services held 9,086 shares of Nuveen ESG Large-Cap Growth ETF worth $854K as of Q2 2025.
  • Avantax Advisory Services sold 54 Nuveen ESG Large-Cap Growth ETF shares in Q2 2025, an estimated $4.56K.
  • Nuveen ESG Large-Cap Growth ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1262 holding.
  • Avantax Advisory Services first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2021 and has held it in 18 quarters since.
  • Avantax Advisory Services's Nuveen ESG Large-Cap Growth ETF position peaked at $927K in Q1 2022.
  • 247 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.