Kingswood Wealth Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Kingswood Wealth Advisors’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	$1.56M	Buy	13,330 +381	+3%	+$40.9K	0.06%	303
2026 Q1	$1.18M	Sell	12,949 -381	-3%	-$36.5K	0.06%	343
2025 Q4	$1.3M	Buy	13,330 +142	+1%	+$14K	0.06%	298
2025 Q3	$1.31M	Buy	13,188 +1,133	+9%	+$110K	0.08%	259
2025 Q2	$1.13M	Sell	12,055 -48	-0.4%	-$4.05K	0.09%	239
2025 Q1	$947K	Sell	12,103 -1,759	-13%	-$149K	0.09%	256
2024 Q4	$1.19M	Sell	13,862 -11,366	-45%	-$983K	0.09%	235
2024 Q3	$2.08M	Sell	25,228 -499	-2%	-$40K	0.15%	157
2024 Q2	$2.09M	Buy	25,727 +9,400	+58%	+$719K	0.19%	113
2024 Q1	$1.25M	Sell	16,327 -6,501	-28%	-$471K	0.14%	164
2023 Q4	$1.59M	Buy	22,828 +1,900	+9%	+$121K	0.18%	132
2023 Q3	$1.26M	Buy	+20,928	New	+$1.31M	0.21%	122

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

Kingswood Wealth Advisors's NULG Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 2.9% in Q2 2026, buying an estimated $40.9K and bringing the position to 13,330 shares worth $1.56M. The position accounts for 0.06% of the portfolio, ranked #303.

Kingswood Wealth Advisors first reported a position in NULG in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.09M in Q2 2024. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Kingswood Wealth Advisors held 13,330 shares of Nuveen ESG Large-Cap Growth ETF worth $1.56M as of Q2 2026.
Kingswood Wealth Advisors bought 381 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $40.9K.
Nuveen ESG Large-Cap Growth ETF made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #303 holding.
Kingswood Wealth Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $2.09M in Q2 2024.
315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.