Planning Directions’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Planning Directions’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	$227K	Buy	+1,943	New	+$209K	0.11%	97

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

Planning Directions's NULG Position: Q2 2026 in Review

Planning Directions opened a new position in Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2026: 1,943 shares worth $227K. The stake represents 0.11% of the portfolio and ranks #97 among its holdings.

315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Planning Directions held 1,943 shares of Nuveen ESG Large-Cap Growth ETF worth $227K as of Q2 2026.
Nuveen ESG Large-Cap Growth ETF was a new Planning Directions position in Q2 2026.
Nuveen ESG Large-Cap Growth ETF made up 0.11% of Planning Directions's portfolio in Q2 2026, its #97 holding.
315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.