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RTD Financial Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

RTD Financial Advisors’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 		$725K Buy
6,192
+113
+2% +$12.1K 0.08% 82
2026
Q1 		$553K Buy
6,079
+1,901
+46% +$182K 0.07% 85
2025
Q4 		$409K Sell
4,178
-16
-0.4% -$1.58K 0.05% 92
2025
Q3 		$417K Sell
4,194
-324
-7% -$31.5K 0.05% 81
2025
Q2 		$424K Sell
4,518
-727
-14% -$61.4K 0.05% 80
2025
Q1 		$411K Sell
5,245
-116
-2% -$9.84K 0.06% 86
2024
Q4 		$460K Sell
5,361
-280
-5% -$24.2K 0.06% 81
2024
Q3 		$466K Sell
5,641
-231
-4% -$18.5K 0.06% 85
2024
Q2 		$477K Sell
5,872
-841
-13% -$64.3K 0.06% 80
2024
Q1 		$512K Sell
6,713
-968
-13% -$70.2K 0.07% 74
2023
Q4 		$534K Buy
7,681
+2
+0% +$127 0.07% 74
2023
Q3 		$461K Sell
7,679
-174
-2% -$10.9K 0.07% 76
2023
Q2 		$489K Sell
7,853
-1,679
-18% -$96K 0.07% 72
2023
Q1 		$531K Buy
9,532
+495
+5% +$26.1K 0.08% 70
2022
Q4 		$442K Buy
9,037
+1,817
+25% +$89.3K 0.07% 72
2022
Q3 		$333K Sell
7,220
-307
-4% -$15.8K 0.06% 80
2022
Q2 		$363K Buy
7,527
+956
+15% +$50.3K 0.06% 87
2022
Q1 		$399K Buy
6,571
+1,079
+20% +$64.2K 0.05% 87
2021
Q4 		$377K Buy
+5,492
New +$385K 0.05% 89

Other funds holding NULG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RTD Financial Advisors's NULG Position: Q2 2026 in Review

RTD Financial Advisors increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 1.9% in Q2 2026, buying an estimated $12.1K and bringing the position to 6,192 shares worth $725K. The position accounts for 0.08% of the portfolio, ranked #82.

RTD Financial Advisors first reported a position in NULG in Q4 2021 and has held it in 19 quarters since. 144 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • RTD Financial Advisors held 6,192 shares of Nuveen ESG Large-Cap Growth ETF worth $725K as of Q2 2026.
  • RTD Financial Advisors bought 113 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $12.1K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.08% of RTD Financial Advisors's portfolio in Q2 2026, its #82 holding.
  • RTD Financial Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 144 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.