Stonebridge Financial Group (Pennsylvania)’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$268K	Hold	2,290	–	–	0.02%	235
2026 Q1	$208K	Sell	2,290 -234	-9%	-$22.4K	0.02%	252
2025 Q4	$247K	Sell	2,524 -9	-0.4%	-$889	0.02%	222
2025 Q3	$252K	Hold	2,533	–	–	0.02%	211
2025 Q2	$238K	Hold	2,533	–	–	0.02%	217
2025 Q1	$198K	Buy	2,533 +195	+8%	+$16.5K	0.02%	221
2024 Q4	$201K	Buy	+2,338	New	+$202K	0.02%	224

Other funds holding NULG

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s NULG Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q2 2026 at 2,290 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #235.

Stonebridge Financial Group (Pennsylvania) first reported a position in NULG in Q4 2024 and has held it in 7 quarters since. 270 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 2,290 shares of Nuveen ESG Large-Cap Growth ETF worth $268K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Growth ETF made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #235 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
270 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.