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

Cornerstone Wealth 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 		– Sell
-1,900
Closed -$222K – 56
2026
Q2 		$222K Buy
+1,900
New +$204K 0.05% 53

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JP Morgan Chase
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UBS Group
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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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Cornerstone Wealth Advisors's NULG Position: Q3 2026 in Review

Cornerstone Wealth Advisors sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q3 2026, closing a stake of 1,900 shares — an estimated $222K sold.

Cornerstone Wealth Advisors first reported a position in NULG in Q2 2026 and held it in 1 quarter. The position peaked at $222K in Q2 2026. 247 funds tracked by Wall St. Rank hold NULG as of Q3 2026.

  • Cornerstone Wealth Advisors reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Wealth Advisors sold 1,900 Nuveen ESG Large-Cap Growth ETF shares in Q3 2026, an estimated $222K.
  • Cornerstone Wealth Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2026 and held it in 1 quarter.
  • Cornerstone Wealth Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $222K in Q2 2026.
  • 247 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.