SWP
NULG icon

Stratos Wealth Partners’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Stratos Wealth Partners’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 		$1.2M Sell
10,270
-106
-1% -$11.4K 0.01% 772
2026
Q1 		$944K Buy
10,376
+307
+3% +$29.4K 0.01% 813
2025
Q4 		$985K Sell
10,069
-330
-3% -$32.6K 0.01% 779
2025
Q3 		$1.03M Sell
10,399
-78
-0.7% -$7.58K 0.01% 735
2025
Q2 		$984K Sell
10,477
-29
-0.3% -$2.45K 0.01% 693
2025
Q1 		$822K Sell
10,506
-947
-8% -$80.3K 0.01% 730
2024
Q4 		$983K Sell
11,453
-20
-0.2% -$1.73K 0.01% 705
2024
Q3 		$948K Sell
11,473
-288
-2% -$23.1K 0.01% 709
2024
Q2 		$955K Sell
11,761
-460
-4% -$35.2K 0.02% 660
2024
Q1 		$932K Sell
12,221
-2,076
-15% -$151K 0.02% 675
2023
Q4 		$993K Sell
14,297
-77
-0.5% -$4.89K 0.02% 640
2023
Q3 		$862K Buy
14,374
+716
+5% +$44.8K 0.02% 627
2023
Q2 		$850K Buy
13,658
+8,977
+192% +$513K 0.02% 582
2023
Q1 		$261K Buy
4,681
+524
+13% +$27.7K 0.01% 931
2022
Q4 		$203K Sell
4,157
-512
-11% -$25.2K 0.01% 1042
2022
Q3 		$215K Sell
4,669
-626
-12% -$32.2K 0.01% 999
2022
Q2 		$255K Hold
5,295
– – 0.01% 999
2022
Q1 		$322K Sell
5,295
-22
-0.4% -$1.31K 0.01% 968
2021
Q4 		$365K Buy
5,317
+51
+1% +$3.58K 0.01% 932
2021
Q3 		$345K Buy
5,266
+1,598
+44% +$108K 0.01% 901
2021
Q2 		$237K Buy
+3,668
New +$224K 0.01% 1056
2018
Q4 		– Sell
-880
Closed -$33K – 1927
2018
Q3 		$33K Buy
+880
New +$31.7K ﹤0.01% 1648

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

Stratos Wealth Partners's NULG Position: Q2 2026 in Review

Stratos Wealth Partners reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 1% in Q2 2026, selling an estimated $11.4K and leaving 10,270 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #772.

Stratos Wealth Partners first reported a position in NULG in Q3 2018 and has held it in 22 quarters since. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Stratos Wealth Partners held 10,270 shares of Nuveen ESG Large-Cap Growth ETF worth $1.2M as of Q2 2026.
  • Stratos Wealth Partners sold 106 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $11.4K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #772 holding.
  • Stratos Wealth Partners first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2018 and has held it in 22 quarters since.
  • 315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.