UWM
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USAdvisors Wealth Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

USAdvisors Wealth 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 		$458K Sell
3,916
-16
-0.4% -$1.72K 0.13% 91
2026
Q1 		$344K Buy
3,932
+497
+14% +$47.6K 0.11% 95
2025
Q4 		$335K Sell
3,435
-94
-3% -$9.29K 0.11% 96
2025
Q3 		$350K Sell
3,529
-5
-0.1% -$486 0.12% 93
2025
Q2 		$332K Buy
3,534
+896
+34% +$75.6K 0.12% 93
2025
Q1 		$206K Sell
2,638
-4
-0.2% -$339 0.07% 132
2024
Q4 		$226K Sell
2,642
-85
-3% -$7.35K 0.07% 123
2024
Q3 		$224K Buy
2,727
+38
+1% +$3.05K 0.08% 113
2024
Q2 		$218K Buy
+2,689
New +$206K 0.08% 113

Other funds holding NULG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RW
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
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM

USAdvisors Wealth Management's NULG Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 0.41% in Q2 2026, selling an estimated $1.72K and leaving 3,916 shares worth $458K. The position accounts for 0.13% of the portfolio, ranked #91.

USAdvisors Wealth Management first reported a position in NULG in Q2 2024 and has held it in 9 quarters since. 140 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • USAdvisors Wealth Management held 3,916 shares of Nuveen ESG Large-Cap Growth ETF worth $458K as of Q2 2026.
  • USAdvisors Wealth Management sold 16 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $1.72K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.13% of USAdvisors Wealth Management's portfolio in Q2 2026, its #91 holding.
  • USAdvisors Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 140 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.