FA
NULG icon

Fountainhead AM’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Fountainhead AM’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 		$4.1K Sell
35
-12
-26% -$1.29K ﹤0.01% 206
2026
Q1 		$4.27K Sell
47
-6
-11% -$575 ﹤0.01% 198
2025
Q4 		$5.18K Sell
53
-3,354
-98% -$331K 0.01% 148
2025
Q3 		$339K Sell
3,407
-25
-0.7% -$2.43K 0.04% 150
2025
Q2 		$322K Sell
3,432
-487
-12% -$41.1K 0.05% 148
2025
Q1 		$307K Sell
3,919
-682
-15% -$57.9K 0.05% 133
2024
Q4 		$395K Sell
4,601
-649
-12% -$56.1K 0.07% 99
2024
Q3 		$434K Buy
5,250
+55
+1% +$4.41K 0.09% 78
2024
Q2 		$422K Sell
5,195
-385
-7% -$29.4K 0.1% 72
2024
Q1 		$426K Buy
5,580
+350
+7% +$25.4K 0.1% 73
2023
Q4 		$363K Buy
5,230
+56
+1% +$3.56K 0.1% 71
2023
Q3 		$310K Buy
5,174
+379
+8% +$23.7K 0.11% 65
2023
Q2 		$298K Sell
4,795
-9
-0.2% -$514 0.11% 60
2023
Q1 		$268K Buy
4,804
+654
+16% +$34.5K 0.1% 56
2022
Q4 		$203K Buy
+4,150
New +$204K 0.09% 71

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

Fountainhead AM's NULG Position: Q2 2026 in Review

Fountainhead AM reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 26% in Q2 2026, selling an estimated $1.29K and leaving 35 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #206.

Fountainhead AM first reported a position in NULG in Q4 2022 and has held it in 15 quarters since. The position peaked at $434K in Q3 2024. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Fountainhead AM held 35 shares of Nuveen ESG Large-Cap Growth ETF worth $4.1K as of Q2 2026.
  • Fountainhead AM sold 12 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $1.29K.
  • Nuveen ESG Large-Cap Growth ETF made up ﹤0.01% of Fountainhead AM's portfolio in Q2 2026, its #206 holding.
  • Fountainhead AM first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Fountainhead AM's Nuveen ESG Large-Cap Growth ETF position peaked at $434K in Q3 2024.
  • 315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.