CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

CAPTRUST Financial Advisors’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 		$14.8M Sell
126,692
-2,860
-2% -$307K 0.02% 469
2026
Q1 		$11.8M Buy
129,552
+20,780
+19% +$1.99M 0.02% 499
2025
Q4 		$10.6M Buy
108,772
+10,110
+10% +$999K 0.02% 473
2025
Q3 		$9.81M Buy
98,662
+213
+0.2% +$20.7K 0.02% 475
2025
Q2 		$9.25M Sell
98,449
-1,829
-2% -$154K 0.02% 478
2025
Q1 		$7.85M Buy
100,278
+3,864
+4% +$328K 0.02% 485
2024
Q4 		$8.28M Buy
96,414
+2,269
+2% +$196K 0.02% 410
2024
Q3 		$7.78M Buy
94,145
+19,627
+26% +$1.57M 0.02% 421
2024
Q2 		$6.05M Buy
74,518
+4,010
+6% +$307K 0.02% 463
2024
Q1 		$5.38M Buy
70,508
+9,333
+15% +$677K 0.02% 474
2023
Q4 		$4.25M Buy
61,175
+3,243
+6% +$206K 0.01% 611
2023
Q3 		$3.47M Buy
57,932
+18,099
+45% +$1.13M 0.01% 648
2023
Q2 		$2.48M Buy
+39,833
New +$2.28M 0.01% 746
2022
Q1 		– Sell
-266
Closed -$18K – 5062
2021
Q4 		$18K Hold
266
– – ﹤0.01% 3361
2021
Q3 		$17K Buy
+266
New +$17.9K ﹤0.01% 3279

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

CAPTRUST Financial Advisors's NULG Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 2.2% in Q2 2026, selling an estimated $307K and leaving 126,692 shares worth $14.8M. The position accounts for 0.02% of the portfolio, ranked #469.

CAPTRUST Financial Advisors first reported a position in NULG in Q3 2021 and has held it in 15 quarters since. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • CAPTRUST Financial Advisors held 126,692 shares of Nuveen ESG Large-Cap Growth ETF worth $14.8M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 2,860 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $307K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.02% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #469 holding.
  • CAPTRUST Financial Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2021 and has held it in 15 quarters since.
  • 315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.