EFS
NULG icon

Essex Financial Services’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Essex Financial 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
Q2 		$226K Buy
+1,934
New +$208K 0.01% 753
2022
Q2 		– Sell
-3,579
Closed -$217K – 510
2022
Q1 		$217K Hold
3,579
– – 0.02% 460
2021
Q4 		$245K Buy
+3,579
New +$251K 0.02% 414

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Essex Financial Services's NULG Position: Q2 2026 in Review

Essex Financial Services opened a new position in Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2026: 1,934 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #753 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in NULG as recently as Q1 2022.

Essex Financial Services first reported a position in NULG in Q4 2021 and has held it in 3 quarters since. The position peaked at $245K in Q4 2021. 319 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Essex Financial Services held 1,934 shares of Nuveen ESG Large-Cap Growth ETF worth $226K as of Q2 2026.
  • Nuveen ESG Large-Cap Growth ETF was a new Essex Financial Services position in Q2 2026.
  • Nuveen ESG Large-Cap Growth ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #753 holding.
  • Essex Financial Services first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2021 and has held it in 3 quarters since.
  • Essex Financial Services's Nuveen ESG Large-Cap Growth ETF position peaked at $245K in Q4 2021.
  • 319 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.