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Falcon Wealth Planning’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Falcon Wealth Planning’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 		$1.92M Sell
16,443
-1,741
-10% -$187K 0.12% 62
2026
Q1 		$1.65M Buy
18,184
+471
+3% +$45.1K 0.11% 60
2025
Q4 		$1.73M Sell
17,713
-33
-0.2% -$3.26K 0.15% 56
2025
Q3 		$1.76M Buy
17,746
+2,255
+15% +$219K 0.16% 54
2025
Q2 		$1.46M Buy
15,491
+2,865
+23% +$242K 0.15% 59
2025
Q1 		$988K Buy
12,626
+3,611
+40% +$306K 0.11% 66
2024
Q4 		$774K Sell
9,015
-647
-7% -$56K 0.09% 74
2024
Q3 		$798K Buy
9,662
+1,833
+23% +$147K 0.09% 71
2024
Q2 		$635K Sell
7,829
-275
-3% -$21K 0.08% 68
2024
Q1 		$618K Buy
8,104
+438
+6% +$31.8K 0.1% 69
2023
Q4 		$533K Sell
7,666
-237
-3% -$15.1K 0.09% 68
2023
Q3 		$474K Buy
7,903
+481
+6% +$30.1K 0.1% 64
2023
Q2 		$462K Buy
7,422
+1,527
+26% +$87.3K 0.1% 62
2023
Q1 		$329K Buy
5,895
+940
+19% +$49.6K 0.08% 70
2022
Q4 		$242K Buy
+4,955
New +$244K 0.07% 79

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
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 22.96% 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

Falcon Wealth Planning's NULG Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 9.6% in Q2 2026, selling an estimated $187K and leaving 16,443 shares worth $1.92M. The position accounts for 0.12% of the portfolio, ranked #62.

Falcon Wealth Planning first reported a position in NULG in Q4 2022 and has held it in 15 quarters since. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Falcon Wealth Planning held 16,443 shares of Nuveen ESG Large-Cap Growth ETF worth $1.92M as of Q2 2026.
  • Falcon Wealth Planning sold 1,741 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $187K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.12% of Falcon Wealth Planning's portfolio in Q2 2026, its #62 holding.
  • Falcon Wealth Planning first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.