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Savvy Advisors Inc’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Savvy Advisors Inc’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 		$541K Sell
4,623
-1,036
-18% -$111K 0.01% 749
2026
Q1 		$515K Buy
5,659
+1,483
+36% +$142K 0.01% 660
2025
Q4 		$408K Buy
4,176
+598
+17% +$59.1K 0.01% 641
2025
Q3 		$356K Buy
3,578
+417
+13% +$40.5K 0.02% 558
2025
Q2 		$297K Buy
+3,161
New +$267K 0.02% 496

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 22.9% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Savvy Advisors Inc's NULG Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 18% in Q2 2026, selling an estimated $111K and leaving 4,623 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #749.

Savvy Advisors Inc first reported a position in NULG in Q2 2025 and has held it in 5 quarters since. 319 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Savvy Advisors Inc held 4,623 shares of Nuveen ESG Large-Cap Growth ETF worth $541K as of Q2 2026.
  • Savvy Advisors Inc sold 1,036 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $111K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #749 holding.
  • Savvy Advisors Inc first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 319 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.