Cornerstone Planning Group’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Cornerstone Planning Group’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	$408K	Sell	3,593 -1	-0%	-$107	0.05%	117
2026 Q1	$378K	Buy	3,594 +1	+0%	+$96	0.05%	113
2025 Q4	$358K	Buy	3,593 +115	+3%	+$11.4K	0.06%	104
2025 Q3	$166K	Sell	3,478 -111	-3%	-$10.8K	0.03%	152
2025 Q2	$348K	Hold	3,589	–	–	0.07%	63
2025 Q1	$275K	Hold	3,589	–	–	0.07%	74
2024 Q4	$311K	Buy	3,589 +6	+0.2%	+$519	0.08%	56
2024 Q3	$305K	Sell	3,583 -1	-0%	-$80	0.08%	56
2024 Q2	$265K	Hold	3,584	–	–	0.08%	67
2024 Q1	$266K	Buy	3,584 +3	+0.1%	+$218	0.08%	63
2023 Q4	$249K	Buy	3,581 +13	+0.4%	+$826	0.08%	72
2023 Q3	$214K	Hold	3,568	–	–	0.08%	78
2023 Q2	$222K	Buy	+3,568	New	+$204K	0.09%	87

Other funds holding NULG

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 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cornerstone Planning Group's NULG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 0.03% in Q2 2026, selling an estimated $107 and leaving 3,593 shares worth $408K. The position accounts for 0.05% of the portfolio, ranked #117.

Cornerstone Planning Group first reported a position in NULG in Q2 2023 and has held it in 13 quarters since. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Cornerstone Planning Group held 3,593 shares of Nuveen ESG Large-Cap Growth ETF worth $408K as of Q2 2026.
Cornerstone Planning Group sold 1 Nuveen ESG Large-Cap Growth ETF share in Q2 2026, an estimated $107.
Nuveen ESG Large-Cap Growth ETF made up 0.05% of Cornerstone Planning Group's portfolio in Q2 2026, its #117 holding.
Cornerstone Planning Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.