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 Q3	$399K	Buy	3,546 +929	+35%	+$106K	0.01%	997
2026 Q2	$292K	Buy	+2,617	New	+$281K	﹤0.01%	1064
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

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

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

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

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Diversify Advisory Services's NULG Position: Q3 2026 in Review

Diversify Advisory Services increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 35% in Q3 2026, buying an estimated $106K and bringing the position to 3,546 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #997.

Diversify Advisory Services first reported a position in NULG in Q2 2025 and has held it in 5 quarters since. 75 funds tracked by Wall St. Rank hold NULG as of Q3 2026.

Diversify Advisory Services held 3,546 shares of Nuveen ESG Large-Cap Growth ETF worth $399K as of Q3 2026.
Diversify Advisory Services bought 929 Nuveen ESG Large-Cap Growth ETF shares in Q3 2026, an estimated $106K.
Nuveen ESG Large-Cap Growth ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #997 holding.
Diversify Advisory Services first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
75 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.