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 Q3	$1.77M	Buy	+15,571	New	+$1.77M	0.19%	107
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

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $550M AUM 8.26% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

XY Planning Network's NULG Position: Q3 2026 in Review

XY Planning Network opened a new position in Nuveen ESG Large-Cap Growth ETF (NULG) in Q3 2026: 15,571 shares worth $1.77M. The stake represents 0.19% of the portfolio and ranks #107 among its holdings. This is a return to the name: XY Planning Network previously reported a position in NULG as recently as Q1 2026.

XY Planning Network first reported a position in NULG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.78M in Q4 2025. 114 funds tracked by Wall St. Rank hold NULG as of Q3 2026.

XY Planning Network held 15,571 shares of Nuveen ESG Large-Cap Growth ETF worth $1.77M as of Q3 2026.
Nuveen ESG Large-Cap Growth ETF was a new XY Planning Network position in Q3 2026.
Nuveen ESG Large-Cap Growth ETF made up 0.19% of XY Planning Network's portfolio in Q3 2026, its #107 holding.
XY Planning Network first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
XY Planning Network's Nuveen ESG Large-Cap Growth ETF position peaked at $1.78M in Q4 2025.
114 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.