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
2026 Q1	$2.46M	Buy	27,023 +4,374	+19%	+$419K	0.01%	1115
2025 Q4	$2.21M	Sell	22,649 -2,427	-10%	-$240K	0.01%	1107
2025 Q3	$2.49M	Buy	25,076 +8,922	+55%	+$868K	0.01%	1003
2025 Q2	$1.52M	Buy	16,154 +13,444	+496%	+$1.13M	0.01%	1054
2025 Q1	$212K	Sell	2,710 -58	-2%	-$4.92K	﹤0.01%	1885
2024 Q4	$238K	Buy	2,768 +1,922	+227%	+$166K	﹤0.01%	1720
2024 Q3	$70K	Sell	846 -240	-22%	-$19.2K	﹤0.01%	2440
2024 Q2	$88K	Buy	1,086 +243	+29%	+$18.6K	﹤0.01%	2048
2024 Q1	$64K	Buy	+843	New	+$61.1K	﹤0.01%	2145
2023 Q3	–	Sell	-570	Closed	-$35K	–	4431
2023 Q2	$35K	Sell	570 -4,389	-89%	-$251K	﹤0.01%	2253
2023 Q1	$276K	Buy	4,959 +4,245	+595%	+$224K	﹤0.01%	1082
2022 Q4	$35K	Buy	+714	New	+$35.1K	﹤0.01%	1980

Other funds holding NULG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NULG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 19% in Q1 2026, buying an estimated $419K and bringing the position to 27,023 shares worth $2.46M. The position accounts for 0.01% of the portfolio, ranked #1115.

Carson Wealth (CWM LLC) first reported a position in NULG in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.49M in Q3 2025. 279 funds tracked by Wall St. Rank hold NULG as of Q1 2026.

Carson Wealth (CWM LLC) held 27,023 shares of Nuveen ESG Large-Cap Growth ETF worth $2.46M as of Q1 2026.
Carson Wealth (CWM LLC) bought 4,374 Nuveen ESG Large-Cap Growth ETF shares in Q1 2026, an estimated $419K.
Nuveen ESG Large-Cap Growth ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1115 holding.
Carson Wealth (CWM LLC) first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2022 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s Nuveen ESG Large-Cap Growth ETF position peaked at $2.49M in Q3 2025.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.