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Sigma Planning Corp’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Sigma Planning Corp’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 		$262K Hold
2,240
– – 0.01% 1184
2026
Q1 		$204K Buy
2,240
+9
+0.4% +$862 0.01% 1238
2025
Q4 		$218K Sell
2,231
-3
-0.1% -$296 0.01% 1183
2025
Q3 		$222K Buy
+2,234
New +$217K 0.01% 1175
2024
Q4 		– Sell
-3,355
Closed -$277K – 1231
2024
Q3 		$277K Sell
3,355
-3,096
-48% -$248K 0.01% 990
2024
Q2 		$524K Sell
6,451
-37
-0.6% -$2.83K 0.02% 707
2024
Q1 		$495K Buy
+6,488
New +$470K 0.02% 763
2023
Q4 		– Sell
-6,087
Closed -$365K – 1066
2023
Q3 		$365K Buy
+6,087
New +$381K 0.01% 844
2023
Q2 		– Sell
-14,533
Closed -$810K – 1313
2023
Q1 		$810K Buy
14,533
+455
+3% +$24K 0.03% 594
2022
Q4 		$688K Sell
14,078
-1,893
-12% -$93.1K 0.02% 635
2022
Q3 		$736K Sell
15,971
-17
-0.1% -$874 0.03% 575
2022
Q2 		$771K Sell
15,988
-20
-0.1% -$1.05K 0.03% 576
2022
Q1 		$972K Sell
16,008
-110
-0.7% -$6.55K 0.03% 552
2021
Q4 		$1.1M Buy
16,118
+199
+1% +$13.9K 0.03% 516
2021
Q3 		$1.04M Sell
15,919
-530
-3% -$35.7K 0.03% 525
2021
Q2 		$1.06M Sell
16,449
-1,456
-8% -$89K 0.03% 534
2021
Q1 		$1.04M Sell
17,905
-748
-4% -$43.3K 0.03% 485
2020
Q4 		$1.05M Buy
18,653
+1,497
+9% +$80.5K 0.04% 419
2020
Q3 		$873K Buy
17,156
+1,530
+10% +$75.9K 0.03% 438
2020
Q2 		$717K Buy
15,626
+408
+3% +$17K 0.03% 474
2020
Q1 		$536K Sell
15,218
-90
-0.6% -$3.69K 0.03% 471
2019
Q4 		$634K Buy
15,308
+1,003
+7% +$39.8K 0.03% 524
2019
Q3 		$545K Buy
14,305
+6,218
+77% +$236K 0.03% 548
2019
Q2 		$301K Buy
8,087
+514
+7% +$18.6K 0.02% 731
2019
Q1 		$267K Buy
+7,573
New +$252K 0.02% 724

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

Sigma Planning Corp's NULG Position: Q2 2026 in Review

Sigma Planning Corp held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q2 2026 at 2,240 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #1184.

Sigma Planning Corp first reported a position in NULG in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.1M in Q4 2021. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Sigma Planning Corp held 2,240 shares of Nuveen ESG Large-Cap Growth ETF worth $262K as of Q2 2026.
  • Sigma Planning Corp left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Nuveen ESG Large-Cap Growth ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1184 holding.
  • Sigma Planning Corp first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2019 and has held it in 25 quarters since.
  • Sigma Planning Corp's Nuveen ESG Large-Cap Growth ETF position peaked at $1.1M in Q4 2021.
  • 315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.