Wealth Enhancement Advisory Services
NULG icon

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

Wealth Enhancement Advisory Services’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 		$9.63M Buy
82,840
+5,411
+7% +$581K 0.02% 686
2026
Q1 		$7.14M Sell
77,429
-20,967
-21% -$2.01M 0.01% 725
2025
Q4 		$9.82M Buy
98,396
+4,342
+5% +$429K 0.01% 702
2025
Q3 		$9.38M Buy
94,054
+598
+0.6% +$58.1K 0.01% 684
2025
Q2 		$8.85M Buy
93,456
+289
+0.3% +$24.4K 0.01% 680
2025
Q1 		$7.29M Sell
93,167
-8,939
-9% -$758K 0.01% 698
2024
Q4 		$8.76M Buy
102,106
+3,510
+4% +$304K 0.02% 607
2024
Q3 		$8.15M Buy
98,596
+501
+0.5% +$40.2K 0.02% 584
2024
Q2 		$7.96M Sell
98,095
-46
-0% -$3.52K 0.02% 548
2024
Q1 		$7.49M Buy
98,141
+4,729
+5% +$343K 0.02% 552
2023
Q4 		$6.49M Buy
93,412
+33,676
+56% +$2.14M 0.02% 535
2023
Q3 		$3.58M Buy
59,736
+34,029
+132% +$2.13M 0.01% 669
2023
Q2 		$1.6M Sell
25,707
-938
-4% -$53.6K 0.02% 224
2023
Q1 		$1.49M Buy
26,645
+9,782
+58% +$517K 0.02% 258
2022
Q4 		$887K Buy
16,863
+2,402
+17% +$118K 0.01% 236
2022
Q3 		$675K Buy
14,461
+4,721
+48% +$243K 0.01% 258
2022
Q2 		$487K Buy
+9,740
New +$513K 0.01% 278

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 Enhancement Advisory Services's NULG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 7% in Q2 2026, buying an estimated $581K and bringing the position to 82,840 shares worth $9.63M. The position accounts for 0.02% of the portfolio, ranked #686.

Wealth Enhancement Advisory Services first reported a position in NULG in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.82M in Q4 2025. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 82,840 shares of Nuveen ESG Large-Cap Growth ETF worth $9.63M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,411 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $581K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #686 holding.
  • Wealth Enhancement Advisory Services first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's Nuveen ESG Large-Cap Growth ETF position peaked at $9.82M in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.