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 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%	-$9.77K	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

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

Curtis Advisory Group's NULG Position: Q2 2026 in Review

Curtis Advisory Group reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 16% in Q2 2026, selling an estimated $244K and leaving 12,257 shares worth $1.43M. The position accounts for 0.28% of the portfolio, ranked #58.

Curtis Advisory Group first reported a position in NULG in Q4 2022 and has held it in 15 quarters since. 317 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Curtis Advisory Group held 12,257 shares of Nuveen ESG Large-Cap Growth ETF worth $1.43M as of Q2 2026.
Curtis Advisory Group sold 2,272 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $244K.
Nuveen ESG Large-Cap Growth ETF made up 0.28% of Curtis Advisory Group's portfolio in Q2 2026, its #58 holding.
Curtis Advisory Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
317 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

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