Montgomery Financial Services’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Montgomery Financial 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	$39.6K	Buy	+338	New	+$36.3K	0.03%	80

Other funds holding NULG

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Montgomery Financial Services's NULG Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2026: 338 shares worth $39.6K. The stake represents 0.03% of the portfolio and ranks #80 among its holdings.

304 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Montgomery Financial Services held 338 shares of Nuveen ESG Large-Cap Growth ETF worth $39.6K as of Q2 2026.
Nuveen ESG Large-Cap Growth ETF was a new Montgomery Financial Services position in Q2 2026.
Nuveen ESG Large-Cap Growth ETF made up 0.03% of Montgomery Financial Services's portfolio in Q2 2026, its #80 holding.
304 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.