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

Focused 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	$409K	Buy	3,491 +1,192	+52%	+$128K	0.04%	154
2026 Q1	$209K	Buy	2,299 +213	+10%	+$20.4K	0.02%	188
2025 Q4	$204K	Buy	+2,086	New	+$206K	0.02%	181
2024 Q1	–	Sell	-1,634	Closed	-$114K	–	693
2023 Q4	$114K	Buy	1,634 +48	+3%	+$3.05K	0.02%	185
2023 Q3	$95.1K	Hold	1,586	–	–	0.02%	201
2023 Q2	$98.7K	Buy	1,586 +670	+73%	+$38.3K	0.02%	206
2023 Q1	$51.1K	Buy	916 +9	+1%	+$475	0.01%	303
2022 Q4	$44.3K	Buy	907 +731	+415%	+$35.9K	0.01%	324
2022 Q3	$8K	Buy	+176	New	+$9.05K	﹤0.01%	526

Other funds holding NULG

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 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 22.96% 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

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

Focused Wealth Management increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 52% in Q2 2026, buying an estimated $128K and bringing the position to 3,491 shares worth $409K. The position accounts for 0.04% of the portfolio, ranked #154.

Focused Wealth Management first reported a position in NULG in Q3 2022 and has held it in 9 quarters since. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Focused Wealth Management held 3,491 shares of Nuveen ESG Large-Cap Growth ETF worth $409K as of Q2 2026.
Focused Wealth Management bought 1,192 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $128K.
Nuveen ESG Large-Cap Growth ETF made up 0.04% of Focused Wealth Management's portfolio in Q2 2026, its #154 holding.
Focused Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2022 and has held it in 9 quarters since.
315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.