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

RVW 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 		$14.8M Sell
130,537
-2,135
-2% -$243K 0.95% 26
2026
Q2 		$15.5M Buy
132,672
+4,437
+3% +$476K 1.02% 26
2026
Q1 		$11.7M Sell
128,235
-10,250
-7% -$982K 0.91% 27
2025
Q4 		$13.5M Sell
138,485
-2,474
-2% -$244K 1.03% 26
2025
Q3 		$14M Sell
140,959
-174
-0.1% -$16.9K 1.09% 25
2025
Q2 		$13.3M Sell
141,133
-1,480
-1% -$125K 1.13% 26
2025
Q1 		$11.2M Sell
142,613
-5,875
-4% -$498K 1.05% 26
2024
Q4 		$12.7M Sell
148,488
-7,077
-5% -$612K 1.19% 27
2024
Q3 		$12.9M Sell
155,565
-1,632
-1% -$131K 1.19% 27
2024
Q2 		$12.8M Sell
157,197
-4,575
-3% -$350K 1.27% 27
2024
Q1 		$12.3M Sell
161,772
-3,898
-2% -$283K 1.27% 28
2023
Q4 		$11.5M Sell
165,670
-281,109
-63% -$17.9M 1.26% 28
2023
Q3 		$26.8M Buy
446,779
+18,264
+4% +$1.14M 3.23% 9
2023
Q2 		$26.7M Buy
428,515
+54,932
+15% +$3.14M 3.15% 8
2023
Q1 		$20.8M Buy
373,583
+62,304
+20% +$3.29M 2.58% 12
2022
Q4 		$15.2M Buy
311,279
+43,499
+16% +$2.14M 1.94% 25
2022
Q3 		$12.3M Buy
267,780
+6,790
+3% +$349K 1.73% 22
2022
Q2 		$12.6M Sell
260,990
-39,471
-13% -$2.08M 1.69% 27
2022
Q1 		$18.2M Buy
300,461
+13,394
+5% +$797K 2.11% 19
2021
Q4 		$19.7M Buy
287,067
+5,907
+2% +$414K 2.2% 19
2021
Q3 		$18M Buy
281,160
+6,158
+2% +$415K 2.16% 21
2021
Q2 		$18M Buy
275,002
+11,364
+4% +$695K 2.25% 21
2021
Q1 		$15M Buy
263,638
+13,392
+5% +$774K 1.96% 23
2020
Q4 		$14M Buy
250,246
+9,804
+4% +$527K 2.05% 25
2020
Q3 		$12.2M Sell
240,442
-334
-0.1% -$16.6K 2.07% 24
2020
Q2 		$11M Buy
+240,776
New +$10.1M 2.02% 24

Other funds holding NULG

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
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
SEIA
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
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

RVW Wealth's NULG Position: Q3 2026 in Review

RVW Wealth reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 1.6% in Q3 2026, selling an estimated $243K and leaving 130,537 shares worth $14.8M. The position accounts for 0.95% of the portfolio, ranked #26.

RVW Wealth first reported a position in NULG in Q2 2020 and has held it in 26 quarters since. The position peaked at $26.8M in Q3 2023. 35 funds tracked by Wall St. Rank hold NULG as of Q3 2026.

  • RVW Wealth held 130,537 shares of Nuveen ESG Large-Cap Growth ETF worth $14.8M as of Q3 2026.
  • RVW Wealth sold 2,135 Nuveen ESG Large-Cap Growth ETF shares in Q3 2026, an estimated $243K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.95% of RVW Wealth's portfolio in Q3 2026, its #26 holding.
  • RVW Wealth first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2020 and has held it in 26 quarters since.
  • RVW Wealth's Nuveen ESG Large-Cap Growth ETF position peaked at $26.8M in Q3 2023.
  • 35 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.