Principle Wealth Partners’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Principle Wealth Partners’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	$525K	Hold	4,489	–	–	0.03%	249
2026 Q1	$408K	Hold	4,489	–	–	0.02%	274
2025 Q4	$439K	Buy	4,489 +2	+0%	+$198	0.02%	259
2025 Q3	$446K	Hold	4,487	–	–	0.03%	250
2025 Q2	$422K	Buy	4,487 +1	+0%	+$84	0.03%	252
2025 Q1	$351K	Buy	4,486 +192	+4%	+$16.3K	0.03%	264
2024 Q4	$369K	Buy	4,294 +2	+0%	+$173	0.03%	260
2024 Q3	$355K	Hold	4,292	–	–	0.03%	264
2024 Q2	$348K	Hold	4,292	–	–	0.03%	260
2024 Q1	$327K	Hold	4,292	–	–	0.03%	269
2023 Q4	$298K	Hold	4,292	–	–	0.03%	271
2023 Q3	$257K	Hold	4,292	–	–	0.03%	275
2023 Q2	$267K	Hold	4,292	–	–	0.03%	280
2023 Q1	$239K	Hold	4,292	–	–	0.03%	290
2022 Q4	$210K	Buy	+4,292	New	+$211K	0.02%	299
2022 Q3	–	Sell	-4,292	Closed	-$207K	–	301
2022 Q2	$207K	Sell	4,292 -9,264	-68%	-$488K	0.02%	293
2022 Q1	$823K	Buy	13,556 +1,359	+11%	+$80.9K	0.09%	156
2021 Q4	$836K	Hold	12,197	–	–	0.09%	152
2021 Q3	$798K	Hold	12,197	–	–	0.09%	148
2021 Q2	$787K	Hold	12,197	–	–	0.09%	150
2021 Q1	$707K	Hold	12,197	–	–	0.08%	154
2020 Q4	$687K	Buy	+12,197	New	+$656K	0.09%	147

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

Principle Wealth Partners's NULG Position: Q2 2026 in Review

Principle Wealth Partners held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q2 2026 at 4,489 shares worth $525K. The position accounts for 0.03% of the portfolio, ranked #249.

Principle Wealth Partners first reported a position in NULG in Q4 2020 and has held it in 22 quarters since. The position peaked at $836K in Q4 2021. 317 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Principle Wealth Partners held 4,489 shares of Nuveen ESG Large-Cap Growth ETF worth $525K as of Q2 2026.
Principle Wealth Partners left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Growth ETF made up 0.03% of Principle Wealth Partners's portfolio in Q2 2026, its #249 holding.
Principle Wealth Partners first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
Principle Wealth Partners's Nuveen ESG Large-Cap Growth ETF position peaked at $836K in Q4 2021.
317 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.