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Prism Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Prism Advisors’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
Q3 		$759K Sell
6,615
-911
-12% -$104K 0.19% 58
2026
Q2 		$881K Sell
7,526
-280
-4% -$30.1K 0.21% 55
2026
Q1 		$710K Buy
7,806
+2,478
+47% +$237K 0.19% 55
2025
Q4 		$521K Buy
5,328
+119
+2% +$11.8K 0.14% 59
2025
Q3 		$518K Buy
5,209
+19
+0.4% +$1.85K 0.14% 60
2025
Q2 		$488K Sell
5,190
-1,563
-23% -$132K 0.14% 57
2025
Q1 		$529K Sell
6,753
-959
-12% -$81.4K 0.16% 47
2024
Q4 		$662K Sell
7,712
-38
-0.5% -$3.29K 0.2% 42
2024
Q3 		$640K Buy
7,750
+484
+7% +$38.8K 0.18% 42
2024
Q2 		$590K Sell
7,266
-90
-1% -$6.88K 0.18% 41
2024
Q1 		$561K Sell
7,356
-218
-3% -$15.8K 0.17% 39
2023
Q4 		$526K Buy
7,574
+1,086
+17% +$69K 0.17% 44
2023
Q3 		$389K Buy
+6,488
New +$406K 0.14% 42

Other funds holding NULG

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Prism Advisors's NULG Position: Q3 2026 in Review

Prism Advisors reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 12% in Q3 2026, selling an estimated $104K and leaving 6,615 shares worth $759K. The position accounts for 0.19% of the portfolio, ranked #58.

Prism Advisors first reported a position in NULG in Q3 2023 and has held it in 13 quarters since. The position peaked at $881K in Q2 2026. 16 funds tracked by Wall St. Rank hold NULG as of Q3 2026.

  • Prism Advisors held 6,615 shares of Nuveen ESG Large-Cap Growth ETF worth $759K as of Q3 2026.
  • Prism Advisors sold 911 Nuveen ESG Large-Cap Growth ETF shares in Q3 2026, an estimated $104K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.19% of Prism Advisors's portfolio in Q3 2026, its #58 holding.
  • Prism Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2023 and has held it in 13 quarters since.
  • Prism Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $881K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.