Trademark Financial Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Trademark Financial Management’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	$572K	Buy	4,888 +27	+0.6%	+$2.9K	0.23%	65
2026 Q1	$442K	Sell	4,861 -50	-1%	-$4.79K	0.22%	68
2025 Q4	$480K	Sell	4,911 -9,489	-66%	-$937K	0.26%	63
2025 Q3	$1.43M	Buy	14,400 +185	+1%	+$18K	0.83%	30
2025 Q2	$1.34M	Buy	14,215 +510	+4%	+$43K	0.82%	28
2025 Q1	$1.07M	Sell	13,705 -493	-3%	-$41.8K	0.82%	31
2024 Q4	$1.22M	Sell	14,198 -4,262	-23%	-$369K	0.97%	24
2024 Q3	$1.53M	Buy	18,460 +134	+0.7%	+$10.7K	1.21%	18
2024 Q2	$1.49M	Sell	18,326 -351	-2%	-$26.8K	1.21%	19
2024 Q1	$1.42M	Buy	18,677 +2,988	+19%	+$217K	1.18%	19
2023 Q4	$1.09M	Buy	+15,689	New	+$997K	0.8%	26

Other funds holding NULG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Trademark Financial Management's NULG Position: Q2 2026 in Review

Trademark Financial Management increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 0.56% in Q2 2026, buying an estimated $2.9K and bringing the position to 4,888 shares worth $572K. The position accounts for 0.23% of the portfolio, ranked #65.

Trademark Financial Management first reported a position in NULG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.53M in Q3 2024. 144 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Trademark Financial Management held 4,888 shares of Nuveen ESG Large-Cap Growth ETF worth $572K as of Q2 2026.
Trademark Financial Management bought 27 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $2.9K.
Nuveen ESG Large-Cap Growth ETF made up 0.23% of Trademark Financial Management's portfolio in Q2 2026, its #65 holding.
Trademark Financial Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Trademark Financial Management's Nuveen ESG Large-Cap Growth ETF position peaked at $1.53M in Q3 2024.
144 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.