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 Q2	$185K	Buy	1,578 +11	+0.7%	+$1.18K	0.06%	158
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 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

Orion Capital Management's NULG Position: Q2 2026 in Review

Orion Capital Management increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 0.7% in Q2 2026, buying an estimated $1.18K and bringing the position to 1,578 shares worth $185K. The position accounts for 0.06% of the portfolio, ranked #158.

Orion Capital Management first reported a position in NULG in Q1 2024 and has held it in 9 quarters since. 317 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Orion Capital Management held 1,578 shares of Nuveen ESG Large-Cap Growth ETF worth $185K as of Q2 2026.
Orion Capital Management bought 11 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $1.18K.
Nuveen ESG Large-Cap Growth ETF made up 0.06% of Orion Capital Management's portfolio in Q2 2026, its #158 holding.
Orion Capital Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
317 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.