Osaic Holdings
NULC icon

Osaic Holdings’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

Osaic Holdings’s Portfolio NULC Stock Details NULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$355K Hold
7,677
– – ﹤0.01% 3669
2025
Q4 		$367K Sell
7,677
-266
-3% -$13.7K ﹤0.01% 3616
2025
Q3 		$406K Sell
7,943
-318
-4% -$16.1K ﹤0.01% 3607
2025
Q2 		$405K Buy
8,261
+318
+4% +$14.4K ﹤0.01% 3334
2025
Q1 		$348K Buy
7,943
+1,162
+17% +$53.2K ﹤0.01% 3184
2024
Q4 		$308K Sell
6,781
-287
-4% -$13.6K ﹤0.01% 3207
2024
Q3 		$327K Hold
7,068
– – ﹤0.01% 3243
2024
Q2 		$310K Hold
7,068
– – ﹤0.01% 3186
2024
Q1 		$305K Sell
7,068
-1,484
-17% -$60.5K ﹤0.01% 3329
2023
Q4 		$333K Hold
8,552
– – ﹤0.01% 3510
2023
Q3 		$301K Sell
8,552
-1,328
-13% -$48.5K ﹤0.01% 3685
2023
Q2 		$358K Hold
9,880
– – ﹤0.01% 3435
2023
Q1 		$338K Buy
9,880
+6,939
+236% +$232K ﹤0.01% 3440
2022
Q4 		$94.8K Sell
2,941
-2,959
-50% -$96.7K ﹤0.01% 4482
2022
Q3 		$178K Hold
5,900
– – ﹤0.01% 3859
2022
Q2 		$187K Hold
5,900
– – ﹤0.01% 3861
2022
Q1 		$228K Buy
5,900
+272
+5% +$10.3K ﹤0.01% 3917
2021
Q4 		$232K Buy
5,628
+58
+1% +$2.46K ﹤0.01% 3813
2021
Q3 		$225K Hold
5,570
– – ﹤0.01% 3801
2021
Q2 		$223K Hold
5,570
– – ﹤0.01% 3777
2021
Q1 		$208K Sell
5,570
-683
-11% -$24.8K ﹤0.01% 3700
2020
Q4 		$218K Buy
6,253
+2,496
+66% +$84.2K ﹤0.01% 3403
2020
Q3 		$120K Hold
3,757
– – ﹤0.01% 3673
2020
Q2 		$110K Buy
3,757
+1,640
+77% +$44.9K ﹤0.01% 3621
2020
Q1 		$50K Buy
+2,117
New +$59.8K ﹤0.01% 3970

Other funds holding NULC

TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings's NULC Position: Q1 2026 in Review

Osaic Holdings held its Nuveen ESG Large-Cap ETF (NULC) position steady in Q1 2026 at 7,677 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #3669.

Osaic Holdings first reported a position in NULC in Q1 2020 and has held it in 25 quarters since. The position peaked at $406K in Q3 2025. 16 funds tracked by Wall St. Rank hold NULC as of Q1 2026.

  • Osaic Holdings held 7,677 shares of Nuveen ESG Large-Cap ETF worth $355K as of Q1 2026.
  • Osaic Holdings left its Nuveen ESG Large-Cap ETF share count unchanged in Q1 2026.
  • Nuveen ESG Large-Cap ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3669 holding.
  • Osaic Holdings first reported a position in Nuveen ESG Large-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Nuveen ESG Large-Cap ETF position peaked at $406K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.