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

CGN 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	$2.18M	Sell	18,602 -593	-3%	-$63.7K	0.16%	122
2026 Q1	$1.75M	Hold	19,195	–	–	0.14%	141
2025 Q4	$1.88M	Sell	19,195 -803	-4%	-$79.3K	0.15%	129
2025 Q3	$1.99M	Buy	19,998 +2,161	+12%	+$210K	0.16%	123
2025 Q2	$1.68M	Buy	17,837 +558	+3%	+$47.1K	0.15%	133
2025 Q1	$1.35M	Buy	17,279 +280	+2%	+$23.8K	0.13%	147
2024 Q4	$1.46M	Buy	16,999 +3,062	+22%	+$265K	0.14%	136
2024 Q3	$1.15M	Buy	13,937 +2,065	+17%	+$166K	0.12%	156
2024 Q2	$964K	Buy	+11,872	New	+$908K	0.11%	161
2021 Q3	–	Sell	-10,972	Closed	-$708K	–	207
2021 Q2	$708K	Buy	10,972 +237	+2%	+$14.5K	0.22%	98
2021 Q1	$622K	Buy	10,735 +2,091	+24%	+$121K	0.22%	98
2020 Q4	$487K	Buy	+8,644	New	+$465K	0.19%	109

Other funds holding NULG

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return