Elevation Capital Advisory’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Elevation Capital Advisory’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 Q2	$2.59M	Buy	+22,154	New	+$2.38M	1%	31
2026 Q1	–	Sell	-51,023	Closed	-$4.99M	–	81
2025 Q4	$4.99M	Buy	+51,023	New	+$5.04M	2.04%	19
2025 Q2	–	Sell	-118,936	Closed	-$9.31M	–	68
2025 Q1	$9.31M	Buy	118,936 +114,908	+2,853%	+$9.75M	4.06%	8
2024 Q4	$346K	Buy	+4,028	New	+$348K	0.15%	43
2024 Q3	–	Sell	-3,014	Closed	-$245K	–	65
2024 Q2	$245K	Buy	+3,014	New	+$230K	0.11%	39

Other funds holding NULG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Elevation Capital Advisory's NULG Position: Q2 2026 in Review

Elevation Capital Advisory opened a new position in Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2026: 22,154 shares worth $2.59M. The stake represents 1% of the portfolio and ranks #31 among its holdings. This is a return to the name: Elevation Capital Advisory previously reported a position in NULG as recently as Q4 2025.

Elevation Capital Advisory first reported a position in NULG in Q2 2024 and has held it in 5 quarters since. The position peaked at $9.31M in Q1 2025. 319 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Elevation Capital Advisory held 22,154 shares of Nuveen ESG Large-Cap Growth ETF worth $2.59M as of Q2 2026.
Nuveen ESG Large-Cap Growth ETF was a new Elevation Capital Advisory position in Q2 2026.
Nuveen ESG Large-Cap Growth ETF made up 1% of Elevation Capital Advisory's portfolio in Q2 2026, its #31 holding.
Elevation Capital Advisory first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2024 and has held it in 5 quarters since.
Elevation Capital Advisory's Nuveen ESG Large-Cap Growth ETF position peaked at $9.31M in Q1 2025.
319 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.