Lockerman Financial Group
NULG icon

Lockerman Financial Group’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Lockerman Financial Group’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
Q3 		$283K Sell
2,491
-240
-9% -$27.3K 0.41% 73
2026
Q2 		$320K Sell
2,731
-1,442
-35% -$155K 0.49% 58
2026
Q1 		$379K Sell
4,173
-1,574
-27% -$151K 0.68% 45
2025
Q4 		$562K Buy
5,747
+69
+1% +$6.82K 1.08% 24
2025
Q3 		$565K Sell
5,678
-501
-8% -$48.7K 0.71% 32
2025
Q2 		$581K Sell
6,179
-400
-6% -$33.8K 0.78% 28
2025
Q1 		$515K Sell
6,579
-5,534
-46% -$470K 0.78% 29
2024
Q4 		$1.04M Sell
12,113
-199
-2% -$17.2K 1.77% 10
2024
Q3 		$1.02M Sell
12,312
-920
-7% -$73.7K 1.72% 11
2024
Q2 		$1.07M Buy
13,232
+474
+4% +$36.2K 1.95% 10
2024
Q1 		$973K Sell
12,758
-2,022
-14% -$147K 1.86% 9
2023
Q4 		$1.03M Buy
14,780
+54
+0.4% +$3.43K 2.37% 9
2023
Q3 		$883K Sell
14,726
-325
-2% -$20.3K 2.38% 8
2023
Q2 		$936K Sell
15,051
-4,220
-22% -$241K 2.6% 8
2023
Q1 		$1.07M Sell
19,271
-102
-0.5% -$5.39K 2.96% 7
2022
Q4 		$947K Sell
19,373
-180
-0.9% -$8.85K 2.76% 6
2022
Q3 		$902K Sell
19,553
-879
-4% -$45.2K 2.6% 9
2022
Q2 		$981K Hold
20,432
– – 3.13% 7
2022
Q1 		$1.24M Buy
20,432
+541
+3% +$32.2K 3.35% 6
2021
Q4 		$1.36M Buy
+19,891
New +$1.39M 3.57% 6

Other funds holding NULG

RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
True Blue Financial
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
DeDora Capital
DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Equita Financial Network
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $550M AUM 8.26% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Lockerman Financial Group's NULG Position: Q3 2026 in Review

Lockerman Financial Group reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 8.8% in Q3 2026, selling an estimated $27.3K and leaving 2,491 shares worth $283K. The position accounts for 0.41% of the portfolio, ranked #73.

Lockerman Financial Group first reported a position in NULG in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.36M in Q4 2021. 128 funds tracked by Wall St. Rank hold NULG as of Q3 2026.

  • Lockerman Financial Group held 2,491 shares of Nuveen ESG Large-Cap Growth ETF worth $283K as of Q3 2026.
  • Lockerman Financial Group sold 240 Nuveen ESG Large-Cap Growth ETF shares in Q3 2026, an estimated $27.3K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.41% of Lockerman Financial Group's portfolio in Q3 2026, its #73 holding.
  • Lockerman Financial Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Lockerman Financial Group's Nuveen ESG Large-Cap Growth ETF position peaked at $1.36M in Q4 2021.
  • 128 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2026.

Based on Lockerman Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.