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Integrated Wealth Concepts’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Integrated Wealth Concepts’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 		$507K Buy
4,333
+79
+2% +$8.48K ﹤0.01% 1642
2026
Q1 		$387K Buy
4,254
+1,591
+60% +$152K ﹤0.01% 1707
2025
Q4 		$260K Sell
2,663
-840
-24% -$83K ﹤0.01% 1382
2025
Q3 		$348K Sell
3,503
-43
-1% -$4.18K ﹤0.01% 1555
2025
Q2 		$333K Sell
3,546
-43
-1% -$3.63K ﹤0.01% 1498
2025
Q1 		$281K Buy
3,589
+164
+5% +$13.9K ﹤0.01% 1443
2024
Q4 		$294K Buy
3,425
+900
+36% +$77.8K ﹤0.01% 1377
2024
Q3 		$209K Sell
2,525
-46
-2% -$3.69K ﹤0.01% 1541
2024
Q2 		$209K Buy
+2,571
New +$197K ﹤0.01% 1500

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 22.9% 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

Integrated Wealth Concepts's NULG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 1.9% in Q2 2026, buying an estimated $8.48K and bringing the position to 4,333 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Integrated Wealth Concepts first reported a position in NULG in Q2 2024 and has held it in 9 quarters since. 319 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Integrated Wealth Concepts held 4,333 shares of Nuveen ESG Large-Cap Growth ETF worth $507K as of Q2 2026.
  • Integrated Wealth Concepts bought 79 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $8.48K.
  • Nuveen ESG Large-Cap Growth ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1642 holding.
  • Integrated Wealth Concepts first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 319 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.