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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
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

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Lockerman Financial Group's NULG Position: Q2 2026 in Review

Lockerman Financial Group reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 35% in Q2 2026, selling an estimated $155K and leaving 2,731 shares worth $320K. The position accounts for 0.49% of the portfolio, ranked #58.

Lockerman Financial Group first reported a position in NULG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.36M in Q4 2021. 73 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Lockerman Financial Group held 2,731 shares of Nuveen ESG Large-Cap Growth ETF worth $320K as of Q2 2026.
  • Lockerman Financial Group sold 1,442 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $155K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.49% of Lockerman Financial Group's portfolio in Q2 2026, its #58 holding.
  • Lockerman Financial Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Lockerman Financial Group's Nuveen ESG Large-Cap Growth ETF position peaked at $1.36M in Q4 2021.
  • 73 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.