Occidental Asset Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Occidental Asset 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	$294K	Hold	2,512	–	–	0.03%	242
2026 Q1	$228K	Buy	2,512 +10	+0.4%	+$958	0.03%	249
2025 Q4	$245K	Buy	2,502 +1	+0%	+$99	0.03%	239
2025 Q3	$249K	Buy	2,501 +6	+0.2%	+$583	0.03%	230
2025 Q2	$234K	Buy	+2,495	New	+$211K	0.03%	233
2025 Q1	–	Sell	-2,727	Closed	-$234K	–	265
2024 Q4	$234K	Hold	2,727	–	–	0.04%	190
2024 Q3	$225K	Buy	2,727 +14	+0.5%	+$1.12K	0.04%	195
2024 Q2	$220K	Buy	2,713 +24	+0.9%	+$1.83K	0.04%	184
2024 Q1	$205K	Buy	+2,689	New	+$195K	0.04%	188

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

Occidental Asset Management's NULG Position: Q2 2026 in Review

Occidental Asset Management held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q2 2026 at 2,512 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #242.

Occidental Asset Management first reported a position in NULG in Q1 2024 and has held it in 9 quarters since. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Occidental Asset Management held 2,512 shares of Nuveen ESG Large-Cap Growth ETF worth $294K as of Q2 2026.
Occidental Asset Management left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Growth ETF made up 0.03% of Occidental Asset Management's portfolio in Q2 2026, its #242 holding.
Occidental Asset Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 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 Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.