The Wealth Group
NULC icon

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
Q3 		$695K Buy
12,405
+2,320
+23% +$128K 0.13% 50
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

Diesslin Group
Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return
Towneley Capital Management
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
Cherry Tree Wealth Management
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

The Wealth Group's NULC Position: Q3 2026 in Review

The Wealth Group increased its Nuveen ESG Large-Cap ETF (NULC) stake by 23% in Q3 2026, buying an estimated $128K and bringing the position to 12,405 shares worth $695K. The position accounts for 0.13% of the portfolio, ranked #50.

The Wealth Group first reported a position in NULC in Q1 2026 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold NULC as of Q3 2026.

  • The Wealth Group held 12,405 shares of Nuveen ESG Large-Cap ETF worth $695K as of Q3 2026.
  • The Wealth Group bought 2,320 Nuveen ESG Large-Cap ETF shares in Q3 2026, an estimated $128K.
  • Nuveen ESG Large-Cap ETF made up 0.13% of The Wealth Group's portfolio in Q3 2026, its #50 holding.
  • The Wealth Group first reported a position in Nuveen ESG Large-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • 5 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.