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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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