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Sage Financial Group’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Sage Financial Group’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 		$779K Hold
6,656
– – 0.04% 65
2026
Q1 		$605K Sell
6,656
-768
-10% -$73.6K 0.04% 68
2025
Q4 		$726K Sell
7,424
-20
-0.3% -$1.98K 0.05% 61
2025
Q3 		$740K Sell
7,444
-115
-2% -$11.2K 0.05% 59
2025
Q2 		$710K Hold
7,559
– – 0.05% 58
2025
Q1 		$592K Buy
7,559
+5
+0.1% +$424 0.05% 61
2024
Q4 		$648K Sell
7,554
-359
-5% -$31.1K 0.05% 59
2024
Q3 		$654K Sell
7,913
-62
-0.8% -$4.97K 0.05% 60
2024
Q2 		$647K Sell
7,975
-995
-11% -$76.1K 0.06% 60
2024
Q1 		$684K Sell
8,970
-390
-4% -$28.3K 0.06% 58
2023
Q4 		$650K Buy
9,360
+1,235
+15% +$78.5K 0.06% 59
2023
Q3 		$487K Sell
8,125
-148
-2% -$9.25K 0.05% 58
2023
Q2 		$515K Sell
8,273
-300
-3% -$17.1K 0.05% 58
2023
Q1 		$478K Buy
8,573
+1,480
+21% +$78.2K 0.05% 65
2022
Q4 		$347K Buy
+7,093
New +$349K 0.04% 77

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

Sage Financial Group's NULG Position: Q2 2026 in Review

Sage Financial Group held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q2 2026 at 6,656 shares worth $779K. The position accounts for 0.04% of the portfolio, ranked #65.

Sage Financial Group first reported a position in NULG in Q4 2022 and has held it in 15 quarters since. 317 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Sage Financial Group held 6,656 shares of Nuveen ESG Large-Cap Growth ETF worth $779K as of Q2 2026.
  • Sage Financial Group left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Nuveen ESG Large-Cap Growth ETF made up 0.04% of Sage Financial Group's portfolio in Q2 2026, its #65 holding.
  • Sage Financial Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 317 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.