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Steward Partners Investment Advisory’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Steward Partners Investment Advisory’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 		$232K Sell
1,979
-2,558
-56% -$275K ﹤0.01% 2157
2026
Q1 		$413K Hold
4,537
– – ﹤0.01% 1615
2025
Q4 		$444K Buy
4,537
+2
+0% +$198 ﹤0.01% 1493
2025
Q3 		$451K Hold
4,535
– – ﹤0.01% 1434
2025
Q2 		$426K Sell
4,535
-53
-1% -$4.47K ﹤0.01% 1376
2025
Q1 		$359K Sell
4,588
-46
-1% -$3.9K ﹤0.01% 1358
2024
Q4 		$398K Buy
4,634
+548
+13% +$47.4K ﹤0.01% 1271
2024
Q3 		$338K Buy
4,086
+223
+6% +$17.9K ﹤0.01% 1280
2024
Q2 		$313K Buy
3,863
+860
+29% +$65.7K ﹤0.01% 1258
2024
Q1 		$229K Buy
3,003
+26
+0.9% +$1.89K ﹤0.01% 1378
2023
Q4 		$207K Sell
2,977
-38
-1% -$2.42K ﹤0.01% 1362
2023
Q3 		$181K Sell
3,015
-348
-10% -$21.8K ﹤0.01% 1335
2023
Q2 		$209K Buy
3,363
+194
+6% +$11.1K ﹤0.01% 1271
2023
Q1 		$177K Buy
3,169
+943
+42% +$49.8K ﹤0.01% 1345
2022
Q4 		$109K Sell
2,226
-1,871
-46% -$92K ﹤0.01% 1509
2022
Q3 		$189K Sell
4,097
-2,228
-35% -$115K ﹤0.01% 1225
2022
Q2 		$305K Sell
6,325
-13,857
-69% -$729K 0.01% 1026
2022
Q1 		$1.23M Sell
20,182
-26,542
-57% -$1.58M 0.02% 630
2021
Q4 		$3.2M Buy
46,724
+451
+1% +$31.6K 0.05% 360
2021
Q3 		$3.03M Buy
46,273
+5,730
+14% +$386K 0.05% 347
2021
Q2 		$2.62M Buy
40,543
+6,864
+20% +$420K 0.04% 385
2021
Q1 		$1.95M Sell
33,679
-1,930
-5% -$112K 0.03% 441
2020
Q4 		$2M Buy
35,609
+10,784
+43% +$580K 0.04% 367
2020
Q3 		$1.26M Buy
24,825
+23,305
+1,533% +$1.16M 0.03% 414
2020
Q2 		$70K Buy
+1,520
New +$63.5K ﹤0.01% 1281

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

Steward Partners Investment Advisory's NULG Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 56% in Q2 2026, selling an estimated $275K and leaving 1,979 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

Steward Partners Investment Advisory first reported a position in NULG in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.2M in Q4 2021. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Steward Partners Investment Advisory held 1,979 shares of Nuveen ESG Large-Cap Growth ETF worth $232K as of Q2 2026.
  • Steward Partners Investment Advisory sold 2,558 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $275K.
  • Nuveen ESG Large-Cap Growth ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2157 holding.
  • Steward Partners Investment Advisory first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Steward Partners Investment Advisory's Nuveen ESG Large-Cap Growth ETF position peaked at $3.2M in Q4 2021.
  • 315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.