Mission Wealth Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Mission Wealth 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	$14.6M	Buy	124,436 +16,850	+16%	+$1.81M	0.18%	82
2026 Q1	$9.78M	Buy	107,586 +4,528	+4%	+$434K	0.2%	71
2025 Q4	$10.1M	Buy	103,058 +4,762	+5%	+$470K	0.2%	68
2025 Q3	$9.78M	Sell	98,296 -1,493	-1%	-$145K	0.19%	69
2025 Q2	$9.38M	Buy	99,789 +2,677	+3%	+$226K	0.2%	68
2025 Q1	$7.6M	Buy	97,112 +7,721	+9%	+$655K	0.19%	73
2024 Q4	$7.67M	Sell	89,391 -3,001	-3%	-$260K	0.18%	73
2024 Q3	$7.63M	Buy	92,392 +3,563	+4%	+$286K	0.18%	73
2024 Q2	$7.21M	Sell	88,829 -7,698	-8%	-$589K	0.19%	69
2024 Q1	$7.36M	Sell	96,527 -4,718	-5%	-$342K	0.19%	79
2023 Q4	$7.03M	Sell	101,245 -3,343	-3%	-$213K	0.23%	62
2023 Q3	$6.27M	Buy	104,588 +597	+0.6%	+$37.3K	0.23%	63
2023 Q2	$6.47M	Buy	103,991 +3,597	+4%	+$206K	0.24%	58
2023 Q1	$5.6M	Buy	100,394 +27,631	+38%	+$1.46M	0.23%	61
2022 Q4	$3.56M	Buy	72,763 +14,992	+26%	+$737K	0.17%	74
2022 Q3	$2.66M	Buy	57,771 +14,289	+33%	+$735K	0.14%	92
2022 Q2	$2.1M	Buy	43,482 +6,702	+18%	+$353K	0.11%	106
2022 Q1	$2.23M	Buy	36,780 +16,713	+83%	+$995K	0.1%	104
2021 Q4	$1.38M	Buy	20,067 +5,779	+40%	+$405K	0.06%	151
2021 Q3	$935K	Buy	14,288 +735	+5%	+$49.5K	0.05%	190
2021 Q2	$874K	Buy	13,553 +5,018	+59%	+$307K	0.05%	187
2021 Q1	$495K	Buy	8,535 +1,617	+23%	+$93.5K	0.03%	261
2020 Q4	$389K	Buy	+6,918	New	+$372K	0.02%	292

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

Mission Wealth Management's NULG Position: Q2 2026 in Review

Mission Wealth Management increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 16% in Q2 2026, buying an estimated $1.81M and bringing the position to 124,436 shares worth $14.6M. The position accounts for 0.18% of the portfolio, ranked #82.

Mission Wealth Management first reported a position in NULG in Q4 2020 and has held it in 23 quarters since. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Mission Wealth Management held 124,436 shares of Nuveen ESG Large-Cap Growth ETF worth $14.6M as of Q2 2026.
Mission Wealth Management bought 16,850 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $1.81M.
Nuveen ESG Large-Cap Growth ETF made up 0.18% of Mission Wealth Management's portfolio in Q2 2026, its #82 holding.
Mission Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.