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Cassaday & Co Wealth Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Cassaday & Co Wealth Management’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 		$115K Hold
983
– – ﹤0.01% 448
2026
Q1 		$89.4K Buy
+983
New +$94.2K ﹤0.01% 483

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

Cassaday & Co Wealth Management's NULG Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q2 2026 at 983 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Cassaday & Co Wealth Management first reported a position in NULG in Q1 2026 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Cassaday & Co Wealth Management held 983 shares of Nuveen ESG Large-Cap Growth ETF worth $115K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Nuveen ESG Large-Cap Growth ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #448 holding.
  • Cassaday & Co Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.