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XY Planning Network’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

XY Planning Network’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 		– Sell
-18,684
Closed -$1.72M – 347
2026
Q1 		$1.72M Buy
18,684
+477
+3% +$45.7K 0.27% 84
2025
Q4 		$1.78M Buy
18,207
+2,761
+18% +$273K 0.31% 81
2025
Q3 		$1.45M Hold
15,446
– – 0.49% 54
2025
Q2 		$1.45M Buy
15,446
+441
+3% +$37.2K 0.49% 54
2025
Q1 		$1.17M Sell
15,005
-457
-3% -$38.8K 0.78% 38
2024
Q4 		$1.33M Buy
+15,462
New +$1.34M 1% 34

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
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

XY Planning Network's NULG Position: Q2 2026 in Review

XY Planning Network sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2026, closing a stake of 18,684 shares — an estimated $1.72M sold.

XY Planning Network first reported a position in NULG in Q4 2024 and held it in 6 quarters. The position peaked at $1.78M in Q4 2025. 94 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • XY Planning Network reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • XY Planning Network sold 18,684 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $1.72M.
  • XY Planning Network first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2024 and held it in 6 quarters.
  • XY Planning Network's Nuveen ESG Large-Cap Growth ETF position peaked at $1.78M in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.