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

LexAurum 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	$1.06M	Buy	9,049 +770	+9%	+$82.7K	0.12%	149
2026 Q1	$753K	Buy	+8,279	New	+$793K	0.1%	166
2025 Q3	$819K	Sell	8,238 -573	-7%	-$55.7K	0.12%	141
2025 Q2	$828K	Buy	8,811 +338	+4%	+$28.5K	0.13%	135
2025 Q1	$663K	Buy	8,473 +51	+0.6%	+$4.33K	0.13%	150
2024 Q4	$723K	Buy	8,422 +262	+3%	+$22.7K	0.14%	134
2024 Q3	$674K	Buy	8,160 +3,195	+64%	+$256K	0.15%	129
2024 Q2	$403K	Buy	4,965 +290	+6%	+$22.2K	0.1%	185
2024 Q1	$357K	Buy	4,675 +653	+16%	+$47.4K	0.09%	197
2023 Q4	$279K	Sell	4,022 -3	-0.1%	-$191	0.07%	235
2023 Q3	$241K	Buy	4,025 +473	+13%	+$29.6K	0.07%	240
2023 Q2	$221K	Buy	+3,552	New	+$203K	0.07%	240
2023 Q1	–	Sell	-4,670	Closed	-$228K	–	262
2022 Q4	$228K	Sell	4,670 -135	-3%	-$6.64K	0.08%	218
2022 Q3	$221K	Buy	4,805 +6	+0.1%	+$309	0.09%	215
2022 Q2	$231K	Buy	+4,799	New	+$253K	0.09%	211

Other funds holding NULG

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return