Lloyd Advisory Services’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Lloyd Advisory Services’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	$1.8M	Buy	15,401 +15,023	+3,974%	+$1.61M	0.7%	24
2026 Q1	$34.4K	Buy	+378	New	+$36.2K	0.01%	318
2024 Q3	–	Sell	-23,013	Closed	-$1.87M	–	108
2024 Q2	$1.87M	Buy	+23,013	New	+$1.76M	0.88%	21

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

Lloyd Advisory Services's NULG Position: Q2 2026 in Review

Lloyd Advisory Services increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 3,974% in Q2 2026, buying an estimated $1.61M and bringing the position to 15,401 shares worth $1.8M. The position accounts for 0.7% of the portfolio, ranked #24.

Lloyd Advisory Services first reported a position in NULG in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.87M in Q2 2024. 316 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Lloyd Advisory Services held 15,401 shares of Nuveen ESG Large-Cap Growth ETF worth $1.8M as of Q2 2026.
Lloyd Advisory Services bought 15,023 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $1.61M.
Nuveen ESG Large-Cap Growth ETF made up 0.7% of Lloyd Advisory Services's portfolio in Q2 2026, its #24 holding.
Lloyd Advisory Services first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2024 and has held it in 3 quarters since.
Lloyd Advisory Services's Nuveen ESG Large-Cap Growth ETF position peaked at $1.87M in Q2 2024.
316 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.