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KMG Fiduciary Partners’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

KMG Fiduciary Partners’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
Q3 		– Sell
-1,782
Closed -$209K – 198
2026
Q2 		$209K Buy
+1,782
New +$191K 0.02% 205

Other funds holding NULG

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

KMG Fiduciary Partners's NULG Position: Q3 2026 in Review

KMG Fiduciary Partners sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q3 2026, closing a stake of 1,782 shares — an estimated $209K sold.

KMG Fiduciary Partners first reported a position in NULG in Q2 2026 and held it in 1 quarter. The position peaked at $209K in Q2 2026. 44 funds tracked by Wall St. Rank hold NULG as of Q3 2026.

  • KMG Fiduciary Partners reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 1,782 Nuveen ESG Large-Cap Growth ETF shares in Q3 2026, an estimated $209K.
  • KMG Fiduciary Partners first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2026 and held it in 1 quarter.
  • KMG Fiduciary Partners's Nuveen ESG Large-Cap Growth ETF position peaked at $209K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2026.

Based on KMG Fiduciary Partners's 13F filing for Q3 2026, filed 14 Oct 2026.