Chicago Wealth Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Chicago 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 Q1	–	Sell	-2,936	Closed	-$287K	–	62
2025 Q4	$287K	Buy	2,936 +574	+24%	+$56.7K	0.12%	50
2025 Q3	$235K	Hold	2,362	–	–	0.1%	49
2025 Q2	$222K	Buy	+2,362	New	+$199K	0.11%	48
2025 Q1	–	Sell	-3,200	Closed	-$275K	–	50
2024 Q4	$275K	Hold	3,200	–	–	0.14%	44
2024 Q3	$264K	Buy	3,200 +51	+2%	+$4.09K	0.14%	45
2024 Q2	$256K	Hold	3,149	–	–	0.15%	45
2024 Q1	$240K	Sell	3,149 -906	-22%	-$65.7K	0.14%	47
2023 Q4	$282K	Buy	+4,055	New	+$258K	0.19%	37
2022 Q2	–	Sell	-3,404	Closed	-$207K	–	41
2022 Q1	$207K	Buy	3,404 +300	+10%	+$17.9K	0.14%	42
2021 Q4	$213K	Sell	3,104 -187	-6%	-$13.1K	0.14%	42
2021 Q3	$215K	Hold	3,291	–	–	0.16%	40
2021 Q2	$212K	Buy	+3,291	New	+$201K	0.15%	41
2020 Q1	–	Sell	-4,923	Closed	-$204K	–	23
2019 Q4	$204K	Buy	+4,923	New	+$196K	0.2%	31

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 $26B AUM

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chicago Wealth Management's NULG Position: Q1 2026 in Review

Chicago Wealth Management sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2026, closing a stake of 2,936 shares — an estimated $287K sold.

Chicago Wealth Management first reported a position in NULG in Q4 2019 and held it in 13 quarters. The position peaked at $287K in Q4 2025. 279 funds tracked by Wall St. Rank hold NULG as of Q1 2026.

Chicago Wealth Management reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Chicago Wealth Management sold 2,936 Nuveen ESG Large-Cap Growth ETF shares in Q1 2026, an estimated $287K.
Chicago Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2019 and held it in 13 quarters.
Chicago Wealth Management's Nuveen ESG Large-Cap Growth ETF position peaked at $287K in Q4 2025.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2026.

Based on Chicago Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.