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WCG Wealth Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

WCG Wealth 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 		$8.27M Sell
70,682
-4,052
-5% -$435K 0.2% 119
2026
Q1 		$6.8M Buy
74,734
+1,513
+2% +$145K 0.19% 119
2025
Q4 		$7.16M Buy
73,221
+58,000
+381% +$5.73M 0.2% 115
2025
Q3 		$1.51M Sell
15,221
-31,469
-67% -$3.06M 0.09% 180
2025
Q2 		$4.39M Buy
46,690
+14,594
+45% +$1.23M 0.28% 92
2025
Q1 		$2.51M Sell
32,096
-2,485
-7% -$211K 0.19% 127
2024
Q4 		$2.97M Buy
34,581
+881
+3% +$76.2K 0.2% 113
2024
Q3 		$2.79M Buy
33,700
+204
+0.6% +$16.4K 0.19% 121
2024
Q2 		$2.72M Sell
33,496
-4,003
-11% -$306K 0.2% 108
2024
Q1 		$2.86M Sell
37,499
-1,234
-3% -$89.5K 0.24% 96
2023
Q4 		$2.69M Sell
38,733
-6,643
-15% -$422K 0.2% 105
2023
Q3 		$2.85M Buy
45,376
+4,192
+10% +$262K 0.21% 106
2023
Q2 		$2.56M Buy
+41,184
New +$2.35M 0.3% 67
2022
Q4 		– Sell
-6,568
Closed -$303K – 242
2022
Q3 		$303K Buy
6,568
+2,079
+46% +$107K 0.04% 222
2022
Q2 		$216K Buy
+4,489
New +$236K 0.03% 253

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

WCG Wealth Advisors's NULG Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 5.4% in Q2 2026, selling an estimated $435K and leaving 70,682 shares worth $8.27M. The position accounts for 0.2% of the portfolio, ranked #119.

WCG Wealth Advisors first reported a position in NULG in Q2 2022 and has held it in 15 quarters since. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • WCG Wealth Advisors held 70,682 shares of Nuveen ESG Large-Cap Growth ETF worth $8.27M as of Q2 2026.
  • WCG Wealth Advisors sold 4,052 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $435K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.2% of WCG Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • WCG Wealth Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2022 and has held it in 15 quarters since.
  • 315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.