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Orion Capital Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Orion Capital 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
Q1 		$143K Buy
1,567
+762
+95% +$73K 0.05% 169
2025
Q4 		$78.7K Buy
805
+504
+167% +$49.8K 0.03% 228
2025
Q3 		$29.9K Hold
301
– – 0.01% 309
2025
Q2 		$28.3K Hold
301
– – 0.01% 296
2025
Q1 		$23.6K Hold
301
– – 0.01% 300
2024
Q4 		$25.8K Buy
+301
New +$26K 0.01% 295
2024
Q3 		– Sell
-301
Closed -$24.4K – 327
2024
Q2 		$24.4K Hold
301
– – 0.01% 293
2024
Q1 		$23K Buy
+301
New +$21.8K 0.01% 324

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return