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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
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

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

Refined Wealth Management's NULG Position: Q2 2026 in Review

Refined Wealth Management reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 5.4% in Q2 2026, selling an estimated $44.4K and leaving 7,323 shares worth $857K. The position accounts for 0.52% of the portfolio, ranked #24.

Refined Wealth Management first reported a position in NULG in Q1 2022 and has held it in 18 quarters since. The position peaked at $19.2M in Q2 2023. 316 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Refined Wealth Management held 7,323 shares of Nuveen ESG Large-Cap Growth ETF worth $857K as of Q2 2026.
  • Refined Wealth Management sold 414 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $44.4K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.52% of Refined Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Refined Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • Refined Wealth Management's Nuveen ESG Large-Cap Growth ETF position peaked at $19.2M in Q2 2023.
  • 316 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Refined Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.