Wealth Advisory Team
NULG icon

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
Q3 		$2.12M Sell
18,649
-208
-1% -$23.7K 1.74% 14
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Laurel Wealth Planning
Laurel Wealth Planning Edina, Minnesota $230M AUM 13.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Advisory Team's NULG Position: Q3 2026 in Review

Wealth Advisory Team reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 1.1% in Q3 2026, selling an estimated $23.7K and leaving 18,649 shares worth $2.12M. The position accounts for 1.74% of the portfolio, ranked #14.

Wealth Advisory Team first reported a position in NULG in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.27M in Q4 2025. 195 funds tracked by Wall St. Rank hold NULG as of Q3 2026.

  • Wealth Advisory Team held 18,649 shares of Nuveen ESG Large-Cap Growth ETF worth $2.12M as of Q3 2026.
  • Wealth Advisory Team sold 208 Nuveen ESG Large-Cap Growth ETF shares in Q3 2026, an estimated $23.7K.
  • Nuveen ESG Large-Cap Growth ETF made up 1.74% of Wealth Advisory Team's portfolio in Q3 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 4 quarters since.
  • Wealth Advisory Team's Nuveen ESG Large-Cap Growth ETF position peaked at $2.27M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2026.

Based on Wealth Advisory Team's 13F filing for Q3 2026, filed 5 Nov 2026.