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Valmark Advisers’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Valmark Advisers’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 		$336K Hold
2,871
– – ﹤0.01% 587
2026
Q1 		$261K Sell
2,871
-212
-7% -$20.3K ﹤0.01% 611
2025
Q4 		$302K Hold
3,083
– – ﹤0.01% 559
2025
Q3 		$307K Buy
3,083
+85
+3% +$8.27K ﹤0.01% 545
2025
Q2 		$282K Hold
2,998
– – ﹤0.01% 565
2025
Q1 		$235K Hold
2,998
– – ﹤0.01% 564
2024
Q4 		$257K Hold
2,998
– – ﹤0.01% 537
2024
Q3 		$248K Buy
2,998
+55
+2% +$4.41K ﹤0.01% 537
2024
Q2 		$239K Hold
2,943
– – ﹤0.01% 517
2024
Q1 		$224K Hold
2,943
– – ﹤0.01% 508
2023
Q4 		$204K Buy
+2,943
New +$187K ﹤0.01% 486

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

Valmark Advisers's NULG Position: Q2 2026 in Review

Valmark Advisers held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q2 2026 at 2,871 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Valmark Advisers first reported a position in NULG in Q4 2023 and has held it in 11 quarters since. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Valmark Advisers held 2,871 shares of Nuveen ESG Large-Cap Growth ETF worth $336K as of Q2 2026.
  • Valmark Advisers left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Nuveen ESG Large-Cap Growth ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #587 holding.
  • Valmark Advisers first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.