Curtis Advisory Group’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Curtis Advisory 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 Q3	$1.3M	Sell	11,426 -831	-7%	-$94.6K	0.24%	60
2026 Q2	$1.43M	Sell	12,257 -2,272	-16%	-$244K	0.28%	58
2026 Q1	$1.32M	Buy	14,529 +1,368	+10%	+$131K	0.28%	58
2025 Q4	$1.29M	Buy	13,161 +823	+7%	+$81.3K	0.27%	55
2025 Q3	$1.23M	Buy	12,338 +106	+0.9%	+$10.3K	0.28%	47
2025 Q2	$1.15M	Buy	12,232 +135	+1%	+$11.4K	0.29%	45
2025 Q1	$947K	Sell	12,097 -622	-5%	-$52.8K	0.28%	53
2024 Q4	$1.09M	Sell	12,719 -113	-0.9%	-$9.8K	0.29%	46
2024 Q3	$1.06M	Sell	12,832 -898	-7%	-$72K	0.3%	46
2024 Q2	$1.11M	Buy	13,730 +110	+0.8%	+$8.41K	0.39%	44
2024 Q1	$1.04M	Buy	13,620 +3,641	+36%	+$264K	0.4%	45
2023 Q4	$693K	Hold	9,979	–	–	0.32%	46
2023 Q3	$598K	Hold	9,979	–	–	0.2%	50
2023 Q2	$621K	Buy	9,979 +3,195	+47%	+$183K	0.2%	48
2023 Q1	$378K	Buy	6,784 +1,516	+29%	+$80.1K	0.14%	64
2022 Q4	$258K	Buy	+5,268	New	+$259K	0.1%	72

Other funds holding NULG

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

TIAA Wealth Investment Management New York $16.6B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Curtis Advisory Group's NULG Position: Q3 2026 in Review

Curtis Advisory Group reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 6.8% in Q3 2026, selling an estimated $94.6K and leaving 11,426 shares worth $1.3M. The position accounts for 0.24% of the portfolio, ranked #60.

Curtis Advisory Group first reported a position in NULG in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.43M in Q2 2026. 258 funds tracked by Wall St. Rank hold NULG as of Q3 2026.

Curtis Advisory Group held 11,426 shares of Nuveen ESG Large-Cap Growth ETF worth $1.3M as of Q3 2026.
Curtis Advisory Group sold 831 Nuveen ESG Large-Cap Growth ETF shares in Q3 2026, an estimated $94.6K.
Nuveen ESG Large-Cap Growth ETF made up 0.24% of Curtis Advisory Group's portfolio in Q3 2026, its #60 holding.
Curtis Advisory Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
Curtis Advisory Group's Nuveen ESG Large-Cap Growth ETF position peaked at $1.43M in Q2 2026.
258 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.