Sterling Group Wealth Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Sterling Group Wealth Management’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	$483K	Sell	4,128 -159	-4%	-$17.1K	0.2%	35
2026 Q1	$390K	Buy	4,287 +1,515	+55%	+$145K	0.18%	36
2025 Q4	$271K	Sell	2,772 -252	-8%	-$24.9K	0.13%	46
2025 Q3	$301K	Buy	3,024 +470	+18%	+$45.7K	0.15%	42
2025 Q2	$240K	Sell	2,554 -1,032	-29%	-$87.1K	0.13%	47
2025 Q1	$281K	Sell	3,586 -32	-0.9%	-$2.71K	0.15%	49
2024 Q4	$311K	Sell	3,618 -373	-9%	-$32.3K	0.16%	44
2024 Q3	$330K	Buy	+3,991	New	+$320K	0.17%	44

Other funds holding NULG

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Sterling Group Wealth Management's NULG Position: Q2 2026 in Review

Sterling Group Wealth Management reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 3.7% in Q2 2026, selling an estimated $17.1K and leaving 4,128 shares worth $483K. The position accounts for 0.2% of the portfolio, ranked #35.

Sterling Group Wealth Management first reported a position in NULG in Q3 2024 and has held it in 8 quarters since. 317 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Sterling Group Wealth Management held 4,128 shares of Nuveen ESG Large-Cap Growth ETF worth $483K as of Q2 2026.
Sterling Group Wealth Management sold 159 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $17.1K.
Nuveen ESG Large-Cap Growth ETF made up 0.2% of Sterling Group Wealth Management's portfolio in Q2 2026, its #35 holding.
Sterling Group Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
317 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.