RWM
NULG icon

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

Refined Wealth Management’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 		$785K Sell
6,908
-415
-6% -$47.2K 0.44% 26
2026
Q2 		$857K Sell
7,323
-414
-5% -$44.4K 0.52% 24
2026
Q1 		$704K Sell
7,737
-4,773
-38% -$457K 0.44% 26
2025
Q4 		$1.22M Buy
12,510
+5
+0% +$494 0.82% 20
2025
Q3 		$1.24M Sell
12,505
-348
-3% -$33.8K 0.8% 17
2025
Q2 		$1.21M Sell
12,853
-568
-4% -$47.9K 0.83% 16
2025
Q1 		$1.05M Sell
13,421
-205,737
-94% -$17.5M 0.86% 16
2024
Q4 		$18.8M Sell
219,158
-8,778
-4% -$759K 14.32% 1
2024
Q3 		$18.8M Sell
227,936
-3,348
-1% -$268K 14.52% 2
2024
Q2 		$18.8M Sell
231,284
-3,855
-2% -$295K 14.48% 1
2024
Q1 		$17.9M Buy
235,139
+689
+0.3% +$50K 12.64% 2
2023
Q4 		$16.3M Sell
234,450
-76,936
-25% -$4.89M 12.7% 2
2023
Q3 		$18.7M Buy
311,386
+2,858
+0.9% +$179K 16.76% 1
2023
Q2 		$19.2M Buy
308,528
+5,842
+2% +$334K 15.82% 1
2023
Q1 		$16.9M Buy
302,686
+5,094
+2% +$269K 14.9% 2
2022
Q4 		$14.5M Buy
297,592
+12,056
+4% +$593K 12.73% 2
2022
Q3 		$13.2M Buy
285,536
+20,944
+8% +$1.08M 11.88% 2
2022
Q2 		$12.8M Buy
264,592
+29,865
+13% +$1.57M 11.4% 2
2022
Q1 		$14.3M Buy
+234,727
New +$14M 12.05% 2

Other funds holding NULG

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Refined Wealth Management's NULG Position: Q3 2026 in Review

Refined Wealth Management reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 5.7% in Q3 2026, selling an estimated $47.2K and leaving 6,908 shares worth $785K. The position accounts for 0.44% of the portfolio, ranked #26.

Refined Wealth Management first reported a position in NULG in Q1 2022 and has held it in 19 quarters since. The position peaked at $19.2M in Q2 2023. 35 funds tracked by Wall St. Rank hold NULG as of Q3 2026.

  • Refined Wealth Management held 6,908 shares of Nuveen ESG Large-Cap Growth ETF worth $785K as of Q3 2026.
  • Refined Wealth Management sold 415 Nuveen ESG Large-Cap Growth ETF shares in Q3 2026, an estimated $47.2K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.44% of Refined Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Refined Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2022 and has held it in 19 quarters since.
  • Refined Wealth Management's Nuveen ESG Large-Cap Growth ETF position peaked at $19.2M in Q2 2023.
  • 35 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2026.

Based on Refined Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.