WWM
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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
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% 632
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return