MAI Capital Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

MAI Capital Management’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	$423K	Sell	3,616 -9	-0.2%	-$966	﹤0.01%	1392
2026 Q1	$330K	Buy	3,625 +785	+28%	+$75.2K	﹤0.01%	1226
2025 Q4	$278K	Buy	2,840 +46	+2%	+$4.54K	﹤0.01%	1179
2025 Q3	$278K	Buy	2,794 +88	+3%	+$8.56K	﹤0.01%	1139
2025 Q2	$254K	Buy	2,706 +9	+0.3%	+$760	﹤0.01%	1078
2025 Q1	$211K	Sell	2,697 -324	-11%	-$27.5K	﹤0.01%	1099
2024 Q4	$259K	Sell	3,021 -42	-1%	-$3.63K	﹤0.01%	1048
2024 Q3	$253K	Buy	3,063 +26	+0.9%	+$2.08K	﹤0.01%	929
2024 Q2	$247K	Buy	+3,037	New	+$232K	﹤0.01%	1063

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

MAI Capital Management's NULG Position: Q2 2026 in Review

MAI Capital Management reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 0.25% in Q2 2026, selling an estimated $966 and leaving 3,616 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

MAI Capital Management first reported a position in NULG in Q2 2024 and has held it in 9 quarters since. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

MAI Capital Management held 3,616 shares of Nuveen ESG Large-Cap Growth ETF worth $423K as of Q2 2026.
MAI Capital Management sold 9 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $966.
Nuveen ESG Large-Cap Growth ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1392 holding.
MAI Capital Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.