Golden State Equity Partners’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Golden State Equity Partners’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	–	Sell	-38,015	Closed	-$3.46M	–	1262
2026 Q1	$3.46M	Buy	38,015 +28,057	+282%	+$2.69M	0.26%	80
2025 Q4	$974K	Sell	9,958 -16,974	-63%	-$1.68M	0.16%	149
2025 Q3	$2.68M	Buy	26,932 +1,143	+4%	+$111K	0.45%	41
2025 Q2	$2.42M	Sell	25,789 -2,990	-10%	-$252K	0.45%	45
2025 Q1	$2.25M	Buy	28,779 +7,474	+35%	+$634K	0.45%	53
2024 Q4	$1.83M	Sell	21,305 -3,559	-14%	-$308K	0.35%	61
2024 Q3	$2.05M	Buy	24,864 +1,109	+5%	+$88.9K	1.08%	15
2024 Q2	$1.93M	Buy	+23,755	New	+$1.82M	0.4%	54
2023 Q4	$1.77M	Buy	25,537 +1,155	+5%	+$73.4K	0.43%	54
2023 Q3	$1.46M	Buy	+24,382	New	+$1.52M	0.41%	64

Other funds holding NULG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Golden State Equity Partners's NULG Position: Q2 2026 in Review

Golden State Equity Partners sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2026, closing a stake of 38,015 shares — an estimated $3.46M sold.

Golden State Equity Partners first reported a position in NULG in Q3 2023 and held it in 10 quarters. The position peaked at $3.46M in Q1 2026. 169 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Golden State Equity Partners reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 38,015 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $3.46M.
Golden State Equity Partners first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2023 and held it in 10 quarters.
Golden State Equity Partners's Nuveen ESG Large-Cap Growth ETF position peaked at $3.46M in Q1 2026.
169 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.