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Quantum Financial Planning Services’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Quantum Financial Planning Services’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 		$388K Hold
3,316
– – 0.12% 36
2026
Q1 		$302K Sell
3,316
-53
-2% -$5.08K 0.11% 41
2025
Q4 		$329K Buy
3,369
+1
+0% +$99 0.12% 38
2025
Q3 		$335K Buy
3,368
+44
+1% +$4.28K 0.14% 34
2025
Q2 		$312K Sell
3,324
-131
-4% -$11.1K 0.15% 32
2025
Q1 		$270K Buy
+3,455
New +$293K 0.15% 30

Other funds holding NULG

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Quantum Financial Planning Services's NULG Position: Q2 2026 in Review

Quantum Financial Planning Services held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q2 2026 at 3,316 shares worth $388K. The position accounts for 0.12% of the portfolio, ranked #36.

Quantum Financial Planning Services first reported a position in NULG in Q1 2025 and has held it in 6 quarters since. 317 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Quantum Financial Planning Services held 3,316 shares of Nuveen ESG Large-Cap Growth ETF worth $388K as of Q2 2026.
  • Quantum Financial Planning Services left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Nuveen ESG Large-Cap Growth ETF made up 0.12% of Quantum Financial Planning Services's portfolio in Q2 2026, its #36 holding.
  • Quantum Financial Planning Services first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 317 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.