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

HB 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	$1.64M	Buy	14,018 +1,974	+16%	+$212K	0.01%	534
2026 Q1	$1.1M	Buy	12,044 +1,755	+17%	+$168K	0.01%	627
2025 Q4	$1.01M	Buy	10,289 +1,302	+14%	+$129K	0.01%	621
2025 Q3	$894K	Buy	8,987 +4,079	+83%	+$397K	0.01%	646
2025 Q2	$461K	Sell	4,908 -180	-4%	-$15.2K	﹤0.01%	770
2025 Q1	$398K	Buy	5,088 +1,776	+54%	+$151K	﹤0.01%	845
2024 Q4	$284K	Sell	3,312 -57	-2%	-$4.93K	﹤0.01%	834
2024 Q3	$278K	Buy	+3,369	New	+$270K	﹤0.01%	783

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

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

HB Wealth Management increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 16% in Q2 2026, buying an estimated $212K and bringing the position to 14,018 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #534.

HB Wealth Management first reported a position in NULG in Q3 2024 and has held it in 8 quarters since. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

HB Wealth Management held 14,018 shares of Nuveen ESG Large-Cap Growth ETF worth $1.64M as of Q2 2026.
HB Wealth Management bought 1,974 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $212K.
Nuveen ESG Large-Cap Growth ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #534 holding.
HB Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.