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

Golden State 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	$565K	Sell	4,823 -308	-6%	-$33.1K	0.05%	265
2026 Q1	$467K	Sell	5,131 -242	-5%	-$23.2K	0.05%	256
2025 Q4	$526K	Sell	5,373 -105	-2%	-$10.4K	0.06%	242
2025 Q3	$545K	Sell	5,478 -14	-0.3%	-$1.36K	0.06%	229
2025 Q2	$516K	Buy	5,492 +895	+19%	+$75.5K	0.06%	227
2025 Q1	$360K	Buy	4,597 +505	+12%	+$42.8K	0.05%	268
2024 Q4	$351K	Buy	+4,092	New	+$354K	0.05%	253

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

Golden State Wealth Management's NULG Position: Q2 2026 in Review

Golden State Wealth Management reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 6% in Q2 2026, selling an estimated $33.1K and leaving 4,823 shares worth $565K. The position accounts for 0.05% of the portfolio, ranked #265.

Golden State Wealth Management first reported a position in NULG in Q4 2024 and has held it in 7 quarters since. 317 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Golden State Wealth Management held 4,823 shares of Nuveen ESG Large-Cap Growth ETF worth $565K as of Q2 2026.
Golden State Wealth Management sold 308 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $33.1K.
Nuveen ESG Large-Cap Growth ETF made up 0.05% of Golden State Wealth Management's portfolio in Q2 2026, its #265 holding.
Golden State Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
317 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.