Diversified Enterprises’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Diversified Enterprises’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	$299K	Hold	2,632	–	–	0.01%	352
2026 Q2	$308K	Hold	2,632	–	–	0.01%	324
2026 Q1	$239K	Hold	2,632	–	–	0.01%	365
2025 Q4	$257K	Sell	2,632 -125	-5%	-$12.3K	0.02%	326
2025 Q3	$274K	Buy	2,757 +127	+5%	+$12.3K	0.02%	255
2025 Q2	$247K	Hold	2,630	–	–	0.02%	264
2025 Q1	$206K	Hold	2,630	–	–	0.02%	292
2024 Q4	$226K	Sell	2,630 -93	-3%	-$8.04K	0.02%	219
2024 Q3	$225K	Buy	+2,723	New	+$218K	0.02%	215

Other funds holding NULG

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

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

DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $550M AUM 8.26% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Diversified Enterprises's NULG Position: Q3 2026 in Review

Diversified Enterprises held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q3 2026 at 2,632 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #352.

Diversified Enterprises first reported a position in NULG in Q3 2024 and has held it in 9 quarters since. The position peaked at $308K in Q2 2026. 128 funds tracked by Wall St. Rank hold NULG as of Q3 2026.

Diversified Enterprises held 2,632 shares of Nuveen ESG Large-Cap Growth ETF worth $299K as of Q3 2026.
Diversified Enterprises left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q3 2026.
Nuveen ESG Large-Cap Growth ETF made up 0.01% of Diversified Enterprises's portfolio in Q3 2026, its #352 holding.
Diversified Enterprises first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's Nuveen ESG Large-Cap Growth ETF position peaked at $308K in Q2 2026.
128 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.