Western Wealth Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Western Wealth Management’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	$1.44M	Buy	12,337 +1,215	+11%	+$130K	0.05%	375
2026 Q1	$1.01M	Buy	11,122 +2,414	+28%	+$231K	0.04%	435
2025 Q4	$852K	Buy	8,708 +3,620	+71%	+$358K	0.04%	386
2025 Q3	$506K	Buy	5,088 +618	+14%	+$60.1K	0.03%	443
2025 Q2	$420K	Buy	4,470 +50	+1%	+$4.22K	0.02%	463
2025 Q1	$346K	Buy	4,420 +1,976	+81%	+$168K	0.02%	490
2024 Q4	$210K	Buy	+2,444	New	+$211K	0.01%	718
2022 Q3	–	Sell	-5,446	Closed	-$264K	–	835
2022 Q2	$264K	Buy	5,446 +717	+15%	+$37.7K	0.02%	650
2022 Q1	$288K	Buy	+4,729	New	+$281K	0.01%	689

Other funds holding NULG

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Western Wealth Management's NULG Position: Q2 2026 in Review

Western Wealth Management increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 11% in Q2 2026, buying an estimated $130K and bringing the position to 12,337 shares worth $1.44M. The position accounts for 0.05% of the portfolio, ranked #375.

Western Wealth Management first reported a position in NULG in Q1 2022 and has held it in 9 quarters since. 317 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Western Wealth Management held 12,337 shares of Nuveen ESG Large-Cap Growth ETF worth $1.44M as of Q2 2026.
Western Wealth Management bought 1,215 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $130K.
Nuveen ESG Large-Cap Growth ETF made up 0.05% of Western Wealth Management's portfolio in Q2 2026, its #375 holding.
Western Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2022 and has held it in 9 quarters since.
317 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

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