Lido Advisors
NULG icon

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

Lido 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
Q1 		$622K Sell
6,844
-39
-0.6% -$3.74K ﹤0.01% 1186
2025
Q4 		$674K Buy
+6,883
New +$680K ﹤0.01% 1177
2025
Q1 		– Sell
-162,573
Closed -$14M – 1578
2024
Q4 		$14M Buy
162,573
+15,075
+10% +$1.3M 0.06% 175
2024
Q3 		$12.2M Sell
147,498
-49,223
-25% -$3.95M 0.06% 177
2024
Q2 		$16M Buy
196,721
+3,007
+2% +$230K 0.09% 118
2024
Q1 		$14.8M Sell
193,714
-38,280
-17% -$2.78M 0.09% 127
2023
Q4 		$16.1M Sell
231,994
-16
-0% -$1.02K 0.11% 101
2023
Q3 		$13.9M Buy
232,010
+42,709
+23% +$2.67M 0.11% 108
2023
Q2 		$11.8M Buy
189,301
+41,704
+28% +$2.38M 0.08% 136
2023
Q1 		$8.23M Buy
147,597
+22,536
+18% +$1.19M 0.08% 151
2022
Q4 		$6.11M Sell
125,061
-48,954
-28% -$2.41M 0.07% 144
2022
Q3 		$8.02M Buy
174,015
+51,971
+43% +$2.67M 0.1% 98
2022
Q2 		$5.88M Buy
122,044
+2,720
+2% +$143K 0.08% 120
2022
Q1 		$7.25M Sell
119,324
-84,260
-41% -$5.01M 0.08% 119
2021
Q4 		$14M Buy
203,584
+109,055
+115% +$7.64M 0.15% 81
2021
Q3 		$6.19M Buy
94,529
+69,956
+285% +$4.71M 0.09% 133
2021
Q2 		$1.58M Buy
24,573
+14,704
+149% +$899K 0.02% 293
2021
Q1 		$572K Sell
9,869
-8,651
-47% -$500K 0.01% 474
2020
Q4 		$1.04M Buy
18,520
+13,830
+295% +$744K 0.02% 302
2020
Q3 		$239K Buy
+4,690
New +$233K 0.01% 549

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

Lido Advisors's NULG Position: Q1 2026 in Review

Lido Advisors reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 0.57% in Q1 2026, selling an estimated $3.74K and leaving 6,844 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Lido Advisors first reported a position in NULG in Q3 2020 and has held it in 20 quarters since. The position peaked at $16.1M in Q4 2023. 279 funds tracked by Wall St. Rank hold NULG as of Q1 2026.

  • Lido Advisors held 6,844 shares of Nuveen ESG Large-Cap Growth ETF worth $622K as of Q1 2026.
  • Lido Advisors sold 39 Nuveen ESG Large-Cap Growth ETF shares in Q1 2026, an estimated $3.74K.
  • Nuveen ESG Large-Cap Growth ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1186 holding.
  • Lido Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2020 and has held it in 20 quarters since.
  • Lido Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $16.1M in Q4 2023.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.