CGN Advisors
NULG icon

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
Q3 		$2.07M Sell
18,233
-369
-2% -$42K 0.16% 115
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Laurel Wealth Planning
Laurel Wealth Planning Edina, Minnesota $230M AUM 13.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CGN Advisors's NULG Position: Q3 2026 in Review

CGN Advisors reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 2% in Q3 2026, selling an estimated $42K and leaving 18,233 shares worth $2.07M. The position accounts for 0.16% of the portfolio, ranked #115.

CGN Advisors first reported a position in NULG in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.18M in Q2 2026. 195 funds tracked by Wall St. Rank hold NULG as of Q3 2026.

  • CGN Advisors held 18,233 shares of Nuveen ESG Large-Cap Growth ETF worth $2.07M as of Q3 2026.
  • CGN Advisors sold 369 Nuveen ESG Large-Cap Growth ETF shares in Q3 2026, an estimated $42K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.16% of CGN Advisors's portfolio in Q3 2026, its #115 holding.
  • CGN Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2020 and has held it in 13 quarters since.
  • CGN Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $2.18M in Q2 2026.
  • 195 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2026.

Based on CGN Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.