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Westside Investment Management’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

Westside Investment Management’s Portfolio NULC Stock Details NULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$114K Hold
2,100
– – 0.01% 407
2026
Q1 		$97.2K Buy
2,100
+100
+5% +$4.82K 0.01% 417
2025
Q4 		$95.7K Hold
2,000
– – 0.02% 403
2025
Q3 		$104K Hold
2,000
– – 0.02% 393
2025
Q2 		$98K Buy
2,000
+200
+11% +$9.06K 0.02% 349
2025
Q1 		$78.9K Hold
1,800
– – 0.02% 341
2024
Q4 		$81.8K Buy
1,800
+475
+36% +$22.4K 0.02% 335
2024
Q3 		$61.3K Hold
1,325
– – 0.01% 372
2024
Q2 		$58.1K Hold
1,325
– – 0.01% 369
2024
Q1 		$57.2K Buy
1,325
+700
+112% +$28.5K 0.01% 365
2023
Q4 		$24.3K Hold
625
– – 0.01% 470
2023
Q3 		$22K Buy
625
+350
+127% +$12.8K 0.01% 473
2023
Q2 		$9.97K Buy
+275
New +$9.47K ﹤0.01% 592

Other funds holding NULC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PA
PW Advisors Tallahassee, Florida $150M AUM
TCM
Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Westside Investment Management's NULC Position: Q2 2026 in Review

Westside Investment Management held its Nuveen ESG Large-Cap ETF (NULC) position steady in Q2 2026 at 2,100 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #407.

Westside Investment Management first reported a position in NULC in Q2 2023 and has held it in 13 quarters since. 11 funds tracked by Wall St. Rank hold NULC as of Q2 2026.

  • Westside Investment Management held 2,100 shares of Nuveen ESG Large-Cap ETF worth $114K as of Q2 2026.
  • Westside Investment Management left its Nuveen ESG Large-Cap ETF share count unchanged in Q2 2026.
  • Nuveen ESG Large-Cap ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #407 holding.
  • Westside Investment Management first reported a position in Nuveen ESG Large-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 11 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.