Orion Portfolio Solutions’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Orion Portfolio Solutions’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 Q1	$255K	Buy	3,253 +550	+20%	+$46.7K	﹤0.01%	1700
2024 Q4	$232K	Buy	+2,703	New	+$234K	﹤0.01%	1681
2024 Q1	–	Sell	-2,958	Closed	-$203K	–	1730
2023 Q4	$203K	Sell	2,958 -4,147	-58%	-$264K	﹤0.01%	1581
2023 Q3	$426K	Sell	7,105 -726	-9%	-$45.4K	0.01%	1260
2023 Q2	$487K	Buy	7,831 +374	+5%	+$21.4K	0.01%	1222
2023 Q1	$416K	Buy	7,457 +15	+0.2%	+$792	0.01%	1204
2022 Q4	$364K	Buy	7,442 +279	+4%	+$13.7K	0.01%	601
2022 Q3	$330K	Sell	7,163 -1,573	-18%	-$80.9K	0.01%	538
2022 Q2	$421K	Buy	+8,736	New	+$460K	0.02%	443
2020 Q3	–	Sell	-239	Closed	-$11K	–	1499
2020 Q2	$11K	Sell	239 -50	-17%	-$2.09K	﹤0.01%	1173
2020 Q1	$10K	Buy	+289	New	+$11.8K	﹤0.01%	1072

Other funds holding NULG

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

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Orion Portfolio Solutions's NULG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 20% in Q1 2025, buying an estimated $46.7K and bringing the position to 3,253 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Orion Portfolio Solutions first reported a position in NULG in Q1 2020 and has held it in 11 quarters since. The position peaked at $487K in Q2 2023. 237 funds tracked by Wall St. Rank hold NULG as of Q1 2025.

Orion Portfolio Solutions held 3,253 shares of Nuveen ESG Large-Cap Growth ETF worth $255K as of Q1 2025.
Orion Portfolio Solutions bought 550 Nuveen ESG Large-Cap Growth ETF shares in Q1 2025, an estimated $46.7K.
Nuveen ESG Large-Cap Growth ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1700 holding.
Orion Portfolio Solutions first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2020 and has held it in 11 quarters since.
Orion Portfolio Solutions's Nuveen ESG Large-Cap Growth ETF position peaked at $487K in Q2 2023.
237 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.