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Daymark Wealth Partners’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Daymark Wealth Partners’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
2025
Q2 		– Sell
-4,133
Closed -$324K – 568
2025
Q1 		$324K Buy
+4,133
New +$351K 0.01% 399

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Daymark Wealth Partners's NULG Position: Q2 2025 in Review

Daymark Wealth Partners sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2025, closing a stake of 4,133 shares — an estimated $324K sold.

Daymark Wealth Partners first reported a position in NULG in Q1 2025 and held it in 1 quarter. The position peaked at $324K in Q1 2025. 247 funds tracked by Wall St. Rank hold NULG as of Q2 2025.

  • Daymark Wealth Partners reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Daymark Wealth Partners sold 4,133 Nuveen ESG Large-Cap Growth ETF shares in Q2 2025, an estimated $324K.
  • Daymark Wealth Partners first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2025 and held it in 1 quarter.
  • Daymark Wealth Partners's Nuveen ESG Large-Cap Growth ETF position peaked at $324K in Q1 2025.
  • 247 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2025.

Based on Daymark Wealth Partners's 13F filing for Q2 2025, filed 4 Aug 2025.