Retirement Capital Strategies’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

Retirement Capital Strategies’s Portfolio NULC Stock Details NULC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$858K	Buy	+15,839	New	+$823K	0.3%	45
2024 Q3	–	Sell	-12,679	Closed	-$556K	–	76
2024 Q2	$556K	Sell	12,679 -8,257	-39%	-$351K	0.22%	46
2024 Q1	$904K	Buy	20,936 +8,126	+63%	+$331K	0.37%	43
2023 Q4	$499K	Buy	12,810 +1,628	+15%	+$59.8K	0.22%	53
2023 Q3	$394K	Buy	11,182 +1,720	+18%	+$62.9K	0.18%	46
2023 Q2	$343K	Buy	+9,462	New	+$326K	0.16%	53

Other funds holding NULC

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VAF

Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Retirement Capital Strategies's NULC Position: Q2 2026 in Review

Retirement Capital Strategies opened a new position in Nuveen ESG Large-Cap ETF (NULC) in Q2 2026: 15,839 shares worth $858K. The stake represents 0.3% of the portfolio and ranks #45 among its holdings. This is a return to the name: Retirement Capital Strategies previously reported a position in NULC as recently as Q2 2024.

Retirement Capital Strategies first reported a position in NULC in Q2 2023 and has held it in 6 quarters since. The position peaked at $904K in Q1 2024. 22 funds tracked by Wall St. Rank hold NULC as of Q2 2026.

Retirement Capital Strategies held 15,839 shares of Nuveen ESG Large-Cap ETF worth $858K as of Q2 2026.
Nuveen ESG Large-Cap ETF was a new Retirement Capital Strategies position in Q2 2026.
Nuveen ESG Large-Cap ETF made up 0.3% of Retirement Capital Strategies's portfolio in Q2 2026, its #45 holding.
Retirement Capital Strategies first reported a position in Nuveen ESG Large-Cap ETF in Q2 2023 and has held it in 6 quarters since.
Retirement Capital Strategies's Nuveen ESG Large-Cap ETF position peaked at $904K in Q1 2024.
22 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.