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Perigon Wealth Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Perigon Wealth 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 		$307K Buy
3,372
+1,187
+54% +$114K 0.01% 1010
2025
Q4 		$214K Buy
2,185
+32
+1% +$3.16K ﹤0.01% 1213
2025
Q3 		$214K Buy
+2,153
New +$209K ﹤0.01% 1131

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 $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Perigon Wealth Management's NULG Position: Q1 2026 in Review

Perigon Wealth Management increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 54% in Q1 2026, buying an estimated $114K and bringing the position to 3,372 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #1010.

Perigon Wealth Management first reported a position in NULG in Q3 2025 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold NULG as of Q1 2026.

  • Perigon Wealth Management held 3,372 shares of Nuveen ESG Large-Cap Growth ETF worth $307K as of Q1 2026.
  • Perigon Wealth Management bought 1,187 Nuveen ESG Large-Cap Growth ETF shares in Q1 2026, an estimated $114K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1010 holding.
  • Perigon Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.