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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return