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

Rede Wealth’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	$513K	Hold	4,514	–	–	0.17%	59
2026 Q2	$528K	Sell	4,514 -923	-17%	-$99.1K	0.17%	59
2026 Q1	$494K	Sell	5,437 -596	-10%	-$57.1K	0.18%	60
2025 Q4	$590K	Buy	+6,033	New	+$596K	0.21%	53
2025 Q3	–	Sell	-5,584	Closed	-$525K	–	156
2025 Q2	$525K	Hold	5,584	–	–	0.19%	57
2025 Q1	$437K	Sell	5,584 -418	-7%	-$35.5K	0.15%	62
2024 Q4	$515K	Sell	6,002 -14	-0.2%	-$1.21K	0.2%	56
2024 Q3	$497K	Sell	6,016 -211	-3%	-$16.9K	0.19%	59
2024 Q2	$505K	Sell	6,227 -770	-11%	-$58.9K	0.47%	51
2024 Q1	$534K	Sell	6,997 -310	-4%	-$22.5K	0.22%	51
2023 Q4	$508K	Buy	7,307 +146	+2%	+$9.28K	0.24%	50
2023 Q3	$429K	Buy	7,161 +25	+0.4%	+$1.56K	0.22%	46
2023 Q2	$444K	Buy	7,136 +166	+2%	+$9.49K	0.21%	52
2023 Q1	$389K	Buy	6,970 +6	+0.1%	+$317	0.2%	62
2022 Q4	$340K	Buy	6,964 +2,447	+54%	+$120K	0.18%	65
2022 Q3	$208K	Sell	4,517 -12	-0.3%	-$617	0.12%	88
2022 Q2	$218K	Buy	+4,529	New	+$238K	0.13%	93
2021 Q1	–	Sell	-3,285	Closed	-$485K	–	102
2020 Q4	$485K	Buy	+3,285	New	+$177K	0.33%	41

Other funds holding NULG

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $550M AUM 8.26% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

Rede Wealth's NULG Position: Q3 2026 in Review

Rede Wealth held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q3 2026 at 4,514 shares worth $513K. The position accounts for 0.17% of the portfolio, ranked #59.

Rede Wealth first reported a position in NULG in Q4 2020 and has held it in 18 quarters since. The position peaked at $590K in Q4 2025. 96 funds tracked by Wall St. Rank hold NULG as of Q3 2026.

Rede Wealth held 4,514 shares of Nuveen ESG Large-Cap Growth ETF worth $513K as of Q3 2026.
Rede Wealth left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q3 2026.
Nuveen ESG Large-Cap Growth ETF made up 0.17% of Rede Wealth's portfolio in Q3 2026, its #59 holding.
Rede Wealth first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2020 and has held it in 18 quarters since.
Rede Wealth's Nuveen ESG Large-Cap Growth ETF position peaked at $590K in Q4 2025.
96 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.