Onyx Bridge Wealth Group’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Onyx Bridge Wealth 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
2025 Q3	–	Sell	-7,315	Closed	-$687K	–	373
2025 Q2	$687K	Sell	7,315 -3,828	-34%	-$323K	0.09%	148
2025 Q1	$872K	Buy	+11,143	New	+$945K	0.13%	108
2024 Q4	–	Sell	-6,076	Closed	-$502K	–	300
2024 Q3	$502K	Buy	6,076 +646	+12%	+$51.8K	0.08%	160
2024 Q2	$441K	Sell	5,430 -2,534	-32%	-$194K	0.07%	162
2024 Q1	$590K	Sell	7,964 -6,350	-44%	-$460K	0.11%	133
2023 Q4	$994K	Buy	14,314 +3,862	+37%	+$246K	0.2%	79
2023 Q3	$627K	Buy	+10,452	New	+$654K	0.15%	111
2022 Q1	–	Sell	-4,369	Closed	-$299K	–	174
2021 Q4	$299K	Buy	+4,369	New	+$306K	0.1%	117

Other funds holding NULG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Onyx Bridge Wealth Group's NULG Position: Q3 2025 in Review

Onyx Bridge Wealth Group sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q3 2025, closing a stake of 7,315 shares — an estimated $687K sold.

Onyx Bridge Wealth Group first reported a position in NULG in Q4 2021 and held it in 8 quarters. The position peaked at $994K in Q4 2023. 263 funds tracked by Wall St. Rank hold NULG as of Q3 2025.

Onyx Bridge Wealth Group reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Onyx Bridge Wealth Group sold 7,315 Nuveen ESG Large-Cap Growth ETF shares in Q3 2025, an estimated $687K.
Onyx Bridge Wealth Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2021 and held it in 8 quarters.
Onyx Bridge Wealth Group's Nuveen ESG Large-Cap Growth ETF position peaked at $994K in Q4 2023.
263 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2025.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2025, filed 6 Nov 2025.