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

Lifelong Wealth 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	$338K	Sell	2,886 -623	-18%	-$66.9K	0.08%	79
2026 Q1	$319K	Hold	3,509	–	–	0.08%	72
2025 Q4	$343K	Sell	3,509 -107	-3%	-$10.6K	0.09%	67
2025 Q3	$360K	Hold	3,616	–	–	0.11%	58
2025 Q2	$340K	Sell	3,616 -235	-6%	-$19.8K	0.11%	55
2025 Q1	$301K	Sell	3,851 -483	-11%	-$41K	0.14%	50
2024 Q4	$372K	Buy	+4,334	New	+$375K	0.17%	45

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 22.96% 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

Lifelong Wealth Advisors's NULG Position: Q2 2026 in Review

Lifelong Wealth Advisors reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 18% in Q2 2026, selling an estimated $66.9K and leaving 2,886 shares worth $338K. The position accounts for 0.08% of the portfolio, ranked #79.

Lifelong Wealth Advisors first reported a position in NULG in Q4 2024 and has held it in 7 quarters since. The position peaked at $372K in Q4 2024. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Lifelong Wealth Advisors held 2,886 shares of Nuveen ESG Large-Cap Growth ETF worth $338K as of Q2 2026.
Lifelong Wealth Advisors sold 623 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $66.9K.
Nuveen ESG Large-Cap Growth ETF made up 0.08% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Lifelong Wealth Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Lifelong Wealth Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $372K in Q4 2024.
315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.