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Kelman-Lazarov Inc’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Kelman-Lazarov Inc’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 		$487K Buy
4,157
+22
+0.5% +$2.36K 0.06% 96
2026
Q1 		$376K Sell
4,135
-22
-0.5% -$2.11K 0.05% 101
2025
Q4 		$407K Sell
4,157
-9
-0.2% -$889 0.06% 96
2025
Q3 		$414K Buy
4,166
+254
+6% +$24.7K 0.06% 96
2025
Q2 		$368K Hold
3,912
– – 0.06% 89
2025
Q1 		$306K Sell
3,912
-434
-10% -$36.8K 0.06% 91
2024
Q4 		$373K Hold
4,346
– – 0.07% 83
2024
Q3 		$359K Hold
4,346
– – 0.06% 84
2024
Q2 		$353K Sell
4,346
-377
-8% -$28.8K 0.07% 82
2024
Q1 		$360K Sell
4,723
-553
-10% -$40.1K 0.07% 81
2023
Q4 		$367K Sell
5,276
-19
-0.4% -$1.21K 0.08% 78
2023
Q3 		$318K Sell
5,295
-999
-16% -$62.5K 0.08% 78
2023
Q2 		$392K Sell
6,294
-45
-0.7% -$2.57K 0.09% 72
2023
Q1 		$353K Buy
6,339
+125
+2% +$6.6K 0.09% 76
2022
Q4 		$304K Sell
6,214
-941
-13% -$46.3K 0.09% 78
2022
Q3 		$330K Sell
7,155
-691
-9% -$35.5K 0.11% 65
2022
Q2 		$378K Buy
7,846
+926
+13% +$48.7K 0.13% 59
2022
Q1 		$420K Buy
6,920
+470
+7% +$28K 0.14% 55
2021
Q4 		$442K Sell
6,450
-96
-1% -$6.73K 0.14% 57
2021
Q3 		$428K Buy
6,546
+804
+14% +$54.2K 0.15% 51
2021
Q2 		$370K Buy
5,742
+614
+12% +$37.5K 0.13% 57
2021
Q1 		$297K Buy
5,128
+1,261
+33% +$72.9K 0.11% 67
2020
Q4 		$218K Buy
+3,867
New +$208K 0.08% 73

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

Kelman-Lazarov Inc's NULG Position: Q2 2026 in Review

Kelman-Lazarov Inc increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 0.53% in Q2 2026, buying an estimated $2.36K and bringing the position to 4,157 shares worth $487K. The position accounts for 0.06% of the portfolio, ranked #96.

Kelman-Lazarov Inc first reported a position in NULG in Q4 2020 and has held it in 23 quarters since. 319 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Kelman-Lazarov Inc held 4,157 shares of Nuveen ESG Large-Cap Growth ETF worth $487K as of Q2 2026.
  • Kelman-Lazarov Inc bought 22 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $2.36K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.06% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #96 holding.
  • Kelman-Lazarov Inc first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 319 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.