LWP
NULG icon

Laurel Wealth Planning’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Laurel Wealth Planning’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
Q1 		$7.92M Buy
87,058
+51,648
+146% +$4.95M 4.18% 7
2025
Q4 		$3.46M Sell
35,410
-1,229
-3% -$121K 1.92% 20
2025
Q3 		$3.64M Sell
36,639
-199
-0.5% -$19.3K 1.93% 21
2025
Q2 		$3.46M Buy
36,838
+638
+2% +$53.8K 1.97% 20
2025
Q1 		$2.83M Sell
36,200
-158
-0.4% -$13.4K 1.88% 18
2024
Q4 		$3.12M Sell
36,358
-296
-0.8% -$25.6K 2.01% 18
2024
Q3 		$3.03M Sell
36,654
-59
-0.2% -$4.73K 1.98% 17
2024
Q2 		$2.98M Sell
36,713
-320
-0.9% -$24.5K 2.07% 16
2024
Q1 		$2.83M Buy
37,033
+957
+3% +$69.4K 1.88% 18
2023
Q4 		$2.51M Sell
36,076
-2,408
-6% -$153K 1.77% 19
2023
Q3 		$2.31M Buy
38,484
+4,674
+14% +$292K 1.8% 22
2023
Q2 		$2.1M Buy
33,810
+6,566
+24% +$375K 1.5% 25
2023
Q1 		$1.52M Buy
27,244
+18,590
+215% +$982K 1.01% 33
2022
Q4 		$423K Buy
8,654
+7,372
+575% +$363K 0.27% 50
2022
Q3 		$59K Hold
1,282
– – 0.04% 98
2022
Q2 		$62K Sell
1,282
-576
-31% -$30.3K 0.04% 104
2022
Q1 		$113K Sell
1,858
-4,200
-69% -$250K 0.08% 90
2021
Q4 		$415K Sell
6,058
-870
-13% -$61K 0.31% 49
2021
Q3 		$453K Buy
6,928
+463
+7% +$31.2K 0.37% 48
2021
Q2 		$417K Buy
6,465
+1,112
+21% +$68K 0.36% 40
2021
Q1 		$310K Buy
5,353
+2,674
+100% +$155K 0.28% 40
2020
Q4 		$151K Buy
+2,679
New +$144K 0.15% 46

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laurel Wealth Planning's NULG Position: Q1 2026 in Review

Laurel Wealth Planning increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 146% in Q1 2026, buying an estimated $4.95M and bringing the position to 87,058 shares worth $7.92M. The position accounts for 4.18% of the portfolio, ranked #7.

Laurel Wealth Planning first reported a position in NULG in Q4 2020 and has held it in 22 quarters since. 279 funds tracked by Wall St. Rank hold NULG as of Q1 2026.

  • Laurel Wealth Planning held 87,058 shares of Nuveen ESG Large-Cap Growth ETF worth $7.92M as of Q1 2026.
  • Laurel Wealth Planning bought 51,648 Nuveen ESG Large-Cap Growth ETF shares in Q1 2026, an estimated $4.95M.
  • Nuveen ESG Large-Cap Growth ETF made up 4.18% of Laurel Wealth Planning's portfolio in Q1 2026, its #7 holding.
  • Laurel Wealth Planning first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.