SFM LLC’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

SFM LLC’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	$276K	Sell	2,424 -207	-8%	-$23.6K	0.14%	54
2026 Q2	$308K	Buy	2,631 +22	+0.8%	+$2.36K	0.16%	58
2026 Q1	$237K	Sell	2,609 -27	-1%	-$2.59K	0.14%	59
2025 Q4	$258K	Buy	2,636 +195	+8%	+$19.3K	0.15%	54
2025 Q3	$243K	Sell	2,441 -76	-3%	-$7.39K	0.14%	56
2025 Q2	$236K	Sell	2,517 -114	-4%	-$9.6K	0.15%	55
2025 Q1	$206K	Buy	2,631 +54	+2%	+$4.58K	0.15%	56
2024 Q4	$221K	Hold	2,577	–	–	0.16%	57
2024 Q3	$213K	Hold	2,577	–	–	0.16%	55
2024 Q2	$209K	Buy	+2,577	New	+$197K	0.16%	54

Other funds holding NULG

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $550M AUM 8.26% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

SFM LLC's NULG Position: Q3 2026 in Review

SFM LLC reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 7.9% in Q3 2026, selling an estimated $23.6K and leaving 2,424 shares worth $276K. The position accounts for 0.14% of the portfolio, ranked #54.

SFM LLC first reported a position in NULG in Q2 2024 and has held it in 10 quarters since. The position peaked at $308K in Q2 2026. 96 funds tracked by Wall St. Rank hold NULG as of Q3 2026.

SFM LLC held 2,424 shares of Nuveen ESG Large-Cap Growth ETF worth $276K as of Q3 2026.
SFM LLC sold 207 Nuveen ESG Large-Cap Growth ETF shares in Q3 2026, an estimated $23.6K.
Nuveen ESG Large-Cap Growth ETF made up 0.14% of SFM LLC's portfolio in Q3 2026, its #54 holding.
SFM LLC first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2024 and has held it in 10 quarters since.
SFM LLC's Nuveen ESG Large-Cap Growth ETF position peaked at $308K in Q2 2026.
96 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2026.

Based on SFM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.