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Walkner Condon Financial Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Walkner Condon Financial Advisors’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 		$882K Sell
7,533
-148
-2% -$15.9K 0.1% 133
2026
Q1 		$699K Sell
7,681
-8
-0.1% -$767 0.09% 143
2025
Q4 		$752K Sell
7,689
-80
-1% -$7.9K 0.1% 138
2025
Q3 		$773K Sell
7,769
-158
-2% -$15.4K 0.12% 125
2025
Q2 		$745K Hold
7,927
– – 0.14% 116
2025
Q1 		$621K Buy
7,927
+227
+3% +$19.3K 0.13% 127
2024
Q4 		$661K Sell
7,700
-1,627
-17% -$141K 0.13% 126
2024
Q3 		$771K Buy
9,327
+124
+1% +$9.94K 0.16% 113
2024
Q2 		$747K Sell
9,203
-554
-6% -$42.4K 0.16% 109
2024
Q1 		$744K Sell
9,757
-626
-6% -$45.4K 0.16% 115
2023
Q4 		$721K Sell
10,383
-314
-3% -$20K 0.16% 117
2023
Q3 		$641K Sell
10,697
-780
-7% -$48.8K 0.17% 111
2023
Q2 		$714K Sell
11,477
-3,081
-21% -$176K 0.19% 103
2023
Q1 		$811K Sell
14,558
-352
-2% -$18.6K 0.23% 96
2022
Q4 		$729K Sell
14,910
-958
-6% -$47.1K 0.22% 96
2022
Q3 		$732K Sell
15,868
-992
-6% -$51K 0.24% 87
2022
Q2 		$813K Sell
16,860
-2,782
-14% -$146K 0.25% 83
2022
Q1 		$1.19M Buy
+19,642
New +$1.17M 0.34% 67
2021
Q4 		– Sell
-20,431
Closed -$1.34M – 158
2021
Q3 		$1.34M Sell
20,431
-999
-5% -$67.3K 0.66% 38
2021
Q2 		$1.38M Sell
21,430
-19,623
-48% -$1.2M 0.51% 47
2021
Q1 		$2.38M Buy
41,053
+1,844
+5% +$107K 0.92% 31
2020
Q4 		$2.21M Sell
39,209
-311
-0.8% -$16.7K 0.95% 27
2020
Q3 		$2.01M Sell
39,520
-149
-0.4% -$7.39K 1.08% 24
2020
Q2 		$1.82M Buy
39,669
+290
+0.7% +$12.1K 1.6% 14
2020
Q1 		$1.39M Buy
39,379
+8,509
+28% +$348K 1.48% 15
2019
Q4 		$1.28M Buy
+30,870
New +$1.23M 1.23% 17

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

Walkner Condon Financial Advisors's NULG Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 1.9% in Q2 2026, selling an estimated $15.9K and leaving 7,533 shares worth $882K. The position accounts for 0.1% of the portfolio, ranked #133.

Walkner Condon Financial Advisors first reported a position in NULG in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.38M in Q1 2021. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Walkner Condon Financial Advisors held 7,533 shares of Nuveen ESG Large-Cap Growth ETF worth $882K as of Q2 2026.
  • Walkner Condon Financial Advisors sold 148 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $15.9K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.1% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #133 holding.
  • Walkner Condon Financial Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Walkner Condon Financial Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $2.38M in Q1 2021.
  • 315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.