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

Capital Analysts 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
Q1 		– Sell
-7,087
Closed -$694K – 1576
2025
Q4 		$694K Buy
7,087
+210
+3% +$20.7K 0.02% 373
2025
Q3 		$684K Sell
6,877
-103
-1% -$10K 0.02% 370
2025
Q2 		$656K Buy
6,980
+469
+7% +$39.6K 0.02% 347
2025
Q1 		$510K Buy
6,511
+240
+4% +$20.4K 0.02% 361
2024
Q4 		$538K Sell
6,271
-60
-0.9% -$5.19K 0.02% 319
2024
Q3 		$523K Buy
6,331
+4
+0.1% +$321 0.02% 319
2024
Q2 		$513K Buy
6,327
+506
+9% +$38.7K 0.02% 321
2024
Q1 		$444K Buy
+5,821
New +$422K 0.02% 330

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Analysts LLC's NULG Position: Q1 2026 in Review

Capital Analysts LLC sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2026, closing a stake of 7,087 shares — an estimated $694K sold.

Capital Analysts LLC first reported a position in NULG in Q1 2024 and held it in 8 quarters. The position peaked at $694K in Q4 2025. 279 funds tracked by Wall St. Rank hold NULG as of Q1 2026.

  • Capital Analysts LLC reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 7,087 Nuveen ESG Large-Cap Growth ETF shares in Q1 2026, an estimated $694K.
  • Capital Analysts LLC first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2024 and held it in 8 quarters.
  • Capital Analysts LLC's Nuveen ESG Large-Cap Growth ETF position peaked at $694K in Q4 2025.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.