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Wealth Advisory Team’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Wealth Advisory Team’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 		$2.21M Buy
+18,857
New +$2.02M 1.79% 14
2025
Q4 		$2.27M Buy
+23,191
New +$2.29M 2.01% 14
2025
Q2 		$2.24M Buy
+23,810
New +$2.01M 2.09% 14

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

Wealth Advisory Team's NULG Position: Q2 2026 in Review

Wealth Advisory Team opened a new position in Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2026: 18,857 shares worth $2.21M. The stake represents 1.79% of the portfolio and ranks #14 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in NULG as recently as Q4 2025.

Wealth Advisory Team first reported a position in NULG in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.27M in Q4 2025. 319 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Wealth Advisory Team held 18,857 shares of Nuveen ESG Large-Cap Growth ETF worth $2.21M as of Q2 2026.
  • Nuveen ESG Large-Cap Growth ETF was a new Wealth Advisory Team position in Q2 2026.
  • Nuveen ESG Large-Cap Growth ETF made up 1.79% of Wealth Advisory Team's portfolio in Q2 2026, its #14 holding.
  • Wealth Advisory Team first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • Wealth Advisory Team's Nuveen ESG Large-Cap Growth ETF position peaked at $2.27M in Q4 2025.
  • 319 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.