Legacy Edge Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Legacy Edge 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	$2.63M	Sell	22,505 -1,363	-6%	-$146K	0.24%	59
2026 Q1	$2.17M	Buy	23,868 +1,863	+8%	+$179K	0.23%	59
2025 Q4	$2.15M	Buy	22,005 +133	+0.6%	+$13.1K	0.24%	54
2025 Q3	$2.18M	Buy	21,872 +816	+4%	+$79.3K	0.26%	51
2025 Q2	$1.98M	Buy	21,056 +853	+4%	+$72K	0.26%	52
2025 Q1	$1.58M	Buy	20,203 +6,687	+49%	+$567K	0.25%	50
2024 Q4	$1.17M	Sell	13,516 -3,649	-21%	-$316K	0.19%	63
2024 Q3	$1.42M	Buy	17,165 +13	+0.1%	+$1.04K	0.23%	56
2024 Q2	$1.39M	Sell	17,152 -2,488	-13%	-$190K	0.26%	52
2024 Q1	$1.5M	Sell	19,640 -3,372	-15%	-$245K	0.31%	48
2023 Q4	$1.6M	Buy	+23,012	New	+$1.46M	0.37%	48

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 22.9% 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

Legacy Edge Advisors's NULG Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 5.7% in Q2 2026, selling an estimated $146K and leaving 22,505 shares worth $2.63M. The position accounts for 0.24% of the portfolio, ranked #59.

Legacy Edge Advisors first reported a position in NULG in Q4 2023 and has held it in 11 quarters since. 319 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Legacy Edge Advisors held 22,505 shares of Nuveen ESG Large-Cap Growth ETF worth $2.63M as of Q2 2026.
Legacy Edge Advisors sold 1,363 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $146K.
Nuveen ESG Large-Cap Growth ETF made up 0.24% of Legacy Edge Advisors's portfolio in Q2 2026, its #59 holding.
Legacy Edge Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
319 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.