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The Wealth Group’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

The Wealth Group’s Portfolio NULC Stock Details NULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$546K Sell
10,085
-1,400
-12% -$72.8K 0.1% 56
2026
Q1 		$532K Buy
+11,485
New +$553K 0.12% 53

Other funds holding NULC

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

The Wealth Group's NULC Position: Q2 2026 in Review

The Wealth Group reduced its Nuveen ESG Large-Cap ETF (NULC) stake by 12% in Q2 2026, selling an estimated $72.8K and leaving 10,085 shares worth $546K. The position accounts for 0.1% of the portfolio, ranked #56.

The Wealth Group first reported a position in NULC in Q1 2026 and has held it in 2 quarters since. 2 funds tracked by Wall St. Rank hold NULC as of Q2 2026.

  • The Wealth Group held 10,085 shares of Nuveen ESG Large-Cap ETF worth $546K as of Q2 2026.
  • The Wealth Group sold 1,400 Nuveen ESG Large-Cap ETF shares in Q2 2026, an estimated $72.8K.
  • Nuveen ESG Large-Cap ETF made up 0.1% of The Wealth Group's portfolio in Q2 2026, its #56 holding.
  • The Wealth Group first reported a position in Nuveen ESG Large-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.