FWM
NULG icon

Fingerlakes Wealth Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Fingerlakes Wealth Management’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 		$481K Sell
4,108
-101
-2% -$10.8K 0.26% 70
2026
Q1 		$383K Hold
4,209
– – 0.25% 74
2025
Q4 		$412K Sell
4,209
-76
-2% -$7.51K 0.26% 69
2025
Q3 		$426K Buy
4,285
+277
+7% +$26.9K 0.28% 67
2025
Q2 		$377K Buy
+4,008
New +$338K 0.28% 67

Other funds holding NULG

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Fingerlakes Wealth Management's NULG Position: Q2 2026 in Review

Fingerlakes Wealth Management reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 2.4% in Q2 2026, selling an estimated $10.8K and leaving 4,108 shares worth $481K. The position accounts for 0.26% of the portfolio, ranked #70.

Fingerlakes Wealth Management first reported a position in NULG in Q2 2025 and has held it in 5 quarters since. 94 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Fingerlakes Wealth Management held 4,108 shares of Nuveen ESG Large-Cap Growth ETF worth $481K as of Q2 2026.
  • Fingerlakes Wealth Management sold 101 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $10.8K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.26% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Fingerlakes Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 94 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.