SageView Advisory Group
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SageView Advisory Group’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

SageView Advisory 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
Q1 		– Sell
-1,197
Closed -$117K – 1815
2025
Q4 		$117K Buy
+1,197
New +$118K ﹤0.01% 783

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return
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 22.9% 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

SageView Advisory Group's NULG Position: Q1 2026 in Review

SageView Advisory Group sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2026, closing a stake of 1,197 shares — an estimated $117K sold.

SageView Advisory Group first reported a position in NULG in Q4 2025 and held it in 1 quarter. The position peaked at $117K in Q4 2025. 279 funds tracked by Wall St. Rank hold NULG as of Q1 2026.

  • SageView Advisory Group reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,197 Nuveen ESG Large-Cap Growth ETF shares in Q1 2026, an estimated $117K.
  • SageView Advisory Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Nuveen ESG Large-Cap Growth ETF position peaked at $117K in Q4 2025.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.