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Wolff Financial Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Wolff Financial 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 		$350K Hold
2,994
– – 0.07% 85
2026
Q1 		$272K Hold
2,994
– – 0.06% 93
2025
Q4 		$293K Buy
2,994
+4
+0.1% +$395 0.07% 86
2025
Q3 		$297K Hold
2,990
– – 0.07% 86
2025
Q2 		$281K Hold
2,990
– – 0.07% 84
2025
Q1 		$234K Buy
2,990
+54
+2% +$4.58K 0.06% 88
2024
Q4 		$252K Buy
2,936
+4
+0.1% +$346 0.07% 87
2024
Q3 		$242K Buy
+2,932
New +$235K 0.07% 90

Other funds holding NULG

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Wolff Financial Management's NULG Position: Q2 2026 in Review

Wolff Financial Management held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q2 2026 at 2,994 shares worth $350K. The position accounts for 0.07% of the portfolio, ranked #85.

Wolff Financial Management first reported a position in NULG in Q3 2024 and has held it in 8 quarters since. 66 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Wolff Financial Management held 2,994 shares of Nuveen ESG Large-Cap Growth ETF worth $350K as of Q2 2026.
  • Wolff Financial Management left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Nuveen ESG Large-Cap Growth ETF made up 0.07% of Wolff Financial Management's portfolio in Q2 2026, its #85 holding.
  • Wolff Financial Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 66 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.