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Diversify Advisory Services’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Diversify Advisory Services’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
Q1 		– Sell
-2,865
Closed -$283K – 636
2025
Q4 		$283K Buy
2,865
+206
+8% +$20.4K 0.01% 776
2025
Q3 		$272K Buy
2,659
+150
+6% +$14.6K 0.01% 758
2025
Q2 		$245K Buy
+2,509
New +$212K 0.01% 730

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Diversify Advisory Services's NULG Position: Q1 2026 in Review

Diversify Advisory Services sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2026, closing a stake of 2,865 shares — an estimated $283K sold.

Diversify Advisory Services first reported a position in NULG in Q2 2025 and held it in 3 quarters. The position peaked at $283K in Q4 2025. 279 funds tracked by Wall St. Rank hold NULG as of Q1 2026.

  • Diversify Advisory Services reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 2,865 Nuveen ESG Large-Cap Growth ETF shares in Q1 2026, an estimated $283K.
  • Diversify Advisory Services first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2025 and held it in 3 quarters.
  • Diversify Advisory Services's Nuveen ESG Large-Cap Growth ETF position peaked at $283K in Q4 2025.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.