DDFG Inc’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

DDFG Inc’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	$619K	Hold	5,446	–	–	0.12%	51
2026 Q2	$638K	Sell	5,446 -352	-6%	-$37.8K	0.13%	51
2026 Q1	$527K	Buy	5,798 +38	+0.7%	+$3.64K	0.11%	52
2025 Q4	$563K	Sell	5,760 -29	-0.5%	-$2.86K	0.12%	50
2025 Q3	$576K	Sell	5,789 -247	-4%	-$24K	0.13%	49
2025 Q2	$567K	Hold	6,036	–	–	0.14%	47
2025 Q1	$472K	Buy	6,036 +979	+19%	+$83.1K	0.13%	49
2024 Q4	$434K	Sell	5,057 -423	-8%	-$36.6K	0.13%	50
2024 Q3	$453K	Sell	5,480 -70	-1%	-$5.61K	0.13%	52
2024 Q2	$450K	Sell	5,550 -434	-7%	-$33.2K	0.14%	50
2024 Q1	$456K	Sell	5,984 -572	-9%	-$41.5K	0.15%	47
2023 Q4	$455K	Buy	6,556 +89	+1%	+$5.66K	0.15%	47
2023 Q3	$388K	Buy	6,467 +127	+2%	+$7.94K	0.14%	50
2023 Q2	$394K	Hold	6,340	–	–	0.15%	49
2023 Q1	$353K	Sell	6,340 -99	-2%	-$5.23K	0.14%	50
2022 Q4	$315K	Buy	+6,439	New	+$317K	0.13%	53

Other funds holding NULG

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

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

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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Laurel Wealth Planning Edina, Minnesota $230M AUM 13.48% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Impact Investors San Francisco, California $60.3M AUM 12.08% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

DDFG Inc's NULG Position: Q3 2026 in Review

DDFG Inc held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q3 2026 at 5,446 shares worth $619K. The position accounts for 0.12% of the portfolio, ranked #51.

DDFG Inc first reported a position in NULG in Q4 2022 and has held it in 16 quarters since. The position peaked at $638K in Q2 2026. 143 funds tracked by Wall St. Rank hold NULG as of Q3 2026.

DDFG Inc held 5,446 shares of Nuveen ESG Large-Cap Growth ETF worth $619K as of Q3 2026.
DDFG Inc left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q3 2026.
Nuveen ESG Large-Cap Growth ETF made up 0.12% of DDFG Inc's portfolio in Q3 2026, its #51 holding.
DDFG Inc first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
DDFG Inc's Nuveen ESG Large-Cap Growth ETF position peaked at $638K in Q2 2026.
143 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.