Betterment LLC
NULG icon

Betterment LLC’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Betterment LLC’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 		$236K Buy
+2,020
New +$217K ﹤0.01% 636
2025
Q4 		– Sell
-2,014
Closed -$200K – 558
2025
Q3 		$200K Sell
2,014
-754
-27% -$73.3K ﹤0.01% 522
2025
Q2 		$260K Buy
+2,768
New +$234K ﹤0.01% 457

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

Betterment LLC's NULG Position: Q2 2026 in Review

Betterment LLC opened a new position in Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2026: 2,020 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #636 among its holdings. This is a return to the name: Betterment LLC previously reported a position in NULG as recently as Q3 2025.

Betterment LLC first reported a position in NULG in Q2 2025 and has held it in 3 quarters since. The position peaked at $260K in Q2 2025. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Betterment LLC held 2,020 shares of Nuveen ESG Large-Cap Growth ETF worth $236K as of Q2 2026.
  • Nuveen ESG Large-Cap Growth ETF was a new Betterment LLC position in Q2 2026.
  • Nuveen ESG Large-Cap Growth ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #636 holding.
  • Betterment LLC first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • Betterment LLC's Nuveen ESG Large-Cap Growth ETF position peaked at $260K in Q2 2025.
  • 315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.