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

Private Wealth Management Group’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	$395K	Sell	3,372 -2,850	-46%	-$306K	0.09%	73
2026 Q1	$566K	Buy	6,222 +80	+1%	+$7.67K	0.15%	52
2025 Q4	$601K	Sell	6,142 -60	-1%	-$5.93K	0.16%	49
2025 Q3	$617K	Sell	6,202 -11	-0.2%	-$1.07K	0.17%	48
2025 Q2	$584K	Sell	6,213 -104	-2%	-$8.78K	0.19%	47
2025 Q1	$494K	Buy	6,317 +8	+0.1%	+$679	0.18%	47
2024 Q4	$542K	Sell	6,309 -145	-2%	-$12.5K	0.21%	47
2024 Q3	$533K	Buy	6,454 +72	+1%	+$5.77K	0.21%	46
2024 Q2	$518K	Buy	6,382 +370	+6%	+$28.3K	0.22%	45
2024 Q1	$459K	Sell	6,012 -280	-4%	-$20.3K	0.21%	43
2023 Q4	$437K	Buy	+6,292	New	+$400K	0.21%	43

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

Private Wealth Management Group's NULG Position: Q2 2026 in Review

Private Wealth Management Group reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 46% in Q2 2026, selling an estimated $306K and leaving 3,372 shares worth $395K. The position accounts for 0.09% of the portfolio, ranked #73.

Private Wealth Management Group first reported a position in NULG in Q4 2023 and has held it in 11 quarters since. The position peaked at $617K in Q3 2025. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Private Wealth Management Group held 3,372 shares of Nuveen ESG Large-Cap Growth ETF worth $395K as of Q2 2026.
Private Wealth Management Group sold 2,850 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $306K.
Nuveen ESG Large-Cap Growth ETF made up 0.09% of Private Wealth Management Group's portfolio in Q2 2026, its #73 holding.
Private Wealth Management Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Nuveen ESG Large-Cap Growth ETF position peaked at $617K in Q3 2025.
315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.