Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Carson Wealth (CWM 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
2025
Q3 		$2.49M Buy
2025
Q2 		$1.52M Buy
2025
Q1 		$212K Sell
2024
Q4 		$238K Buy
2024
Q3 		$70K Sell
2024
Q2 		$88K Buy
2024
Q1 		$64K Buy
2023
Q3 		– Sell
2023
Q2 		$35K Sell
2023
Q1 		$276K Buy
2022
Q4 		$35K Buy