Strategic Financial Concepts’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Strategic Financial Concepts’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	–	Sell	-3,455	Closed	-$314K	–	288
2026 Q1	$314K	Sell	3,455 -419	-11%	-$40.2K	0.08%	210
2025 Q4	$379K	Buy	+3,874	New	+$383K	0.35%	75
2025 Q2	–	Sell	-3,890	Closed	-$305K	–	339
2025 Q1	$305K	Buy	3,890 +80	+2%	+$6.79K	0.06%	236
2024 Q4	$327K	Buy	+3,810	New	+$330K	0.06%	228
2024 Q3	–	Sell	-2,834	Closed	-$230K	–	547
2024 Q2	$230K	Buy	+2,834	New	+$217K	0.13%	114

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

Strategic Financial Concepts's NULG Position: Q2 2026 in Review

Strategic Financial Concepts sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2026, closing a stake of 3,455 shares — an estimated $314K sold.

Strategic Financial Concepts first reported a position in NULG in Q2 2024 and held it in 5 quarters. The position peaked at $379K in Q4 2025. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Strategic Financial Concepts reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Strategic Financial Concepts sold 3,455 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $314K.
Strategic Financial Concepts first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2024 and held it in 5 quarters.
Strategic Financial Concepts's Nuveen ESG Large-Cap Growth ETF position peaked at $379K in Q4 2025.
315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.