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

Abound Financial’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	$532K	Sell	5,853 -644	-10%	-$61.7K	0.23%	37
2025 Q4	$635K	Sell	6,497 -353	-5%	-$34.9K	0.25%	39
2025 Q3	$681K	Buy	6,850 +29	+0.4%	+$2.82K	0.27%	38
2025 Q2	$641K	Sell	6,821 -928	-12%	-$78.3K	0.28%	36
2025 Q1	$607K	Sell	7,749 -1,633	-17%	-$139K	0.31%	35
2024 Q4	$805K	Buy	+9,382	New	+$812K	0.41%	33

Other funds holding NULG

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Abound Financial's NULG Position: Q1 2026 in Review

Abound Financial reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 9.9% in Q1 2026, selling an estimated $61.7K and leaving 5,853 shares worth $532K. The position accounts for 0.23% of the portfolio, ranked #37.

Abound Financial first reported a position in NULG in Q4 2024 and has held it in 6 quarters since. The position peaked at $805K in Q4 2024. 279 funds tracked by Wall St. Rank hold NULG as of Q1 2026.

Abound Financial held 5,853 shares of Nuveen ESG Large-Cap Growth ETF worth $532K as of Q1 2026.
Abound Financial sold 644 Nuveen ESG Large-Cap Growth ETF shares in Q1 2026, an estimated $61.7K.
Nuveen ESG Large-Cap Growth ETF made up 0.23% of Abound Financial's portfolio in Q1 2026, its #37 holding.
Abound Financial first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Abound Financial's Nuveen ESG Large-Cap Growth ETF position peaked at $805K in Q4 2024.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.