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Cape Investment Advisory’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Cape Investment Advisory’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 		$94.2K Buy
+805
New +$86.4K 0.03% 357
2026
Q1 		– Sell
-905
Closed -$88.5K – 863
2025
Q4 		$88.5K Sell
905
-401
-31% -$39.6K 0.03% 320
2025
Q3 		$130K Hold
1,306
– – 0.13% 136
2025
Q2 		$123K Buy
1,306
+118
+10% +$9.96K 0.04% 239
2025
Q1 		$93K Sell
1,188
-147
-11% -$12.5K 0.04% 255
2024
Q4 		$115K Sell
1,335
-175
-12% -$15.1K 0.04% 227
2024
Q3 		$125K Buy
+1,510
New +$121K 0.05% 218

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

Cape Investment Advisory's NULG Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2026: 805 shares worth $94.2K. The stake represents 0.03% of the portfolio and ranks #357 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in NULG as recently as Q4 2025.

Cape Investment Advisory first reported a position in NULG in Q3 2024 and has held it in 7 quarters since. The position peaked at $130K in Q3 2025. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Cape Investment Advisory held 805 shares of Nuveen ESG Large-Cap Growth ETF worth $94.2K as of Q2 2026.
  • Nuveen ESG Large-Cap Growth ETF was a new Cape Investment Advisory position in Q2 2026.
  • Nuveen ESG Large-Cap Growth ETF made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #357 holding.
  • Cape Investment Advisory first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Cape Investment Advisory's Nuveen ESG Large-Cap Growth ETF position peaked at $130K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.