B. Riley Wealth Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

B. Riley Wealth Advisors’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	–	Sell	-23,226	Closed	-$2.27M	–	1046
2025 Q4	$2.27M	Buy	23,226 +221	+1%	+$21.8K	0.1%	187
2025 Q3	$2.29M	Buy	23,005 +100	+0.4%	+$9.72K	0.11%	186
2025 Q2	$2.15M	Buy	+22,905	New	+$1.93M	0.1%	196
2024 Q4	$2.04M	Buy	23,748 +113	+0.5%	+$9.77K	0.07%	277
2024 Q3	$1.94M	Buy	23,635 +338	+1%	+$27.1K	0.05%	320
2024 Q2	$1.89M	Buy	23,297 +7,088	+44%	+$542K	0.05%	356
2024 Q1	$972K	Sell	16,209 -3,544	-18%	-$257K	0.03%	533
2023 Q4	$1.37M	Buy	19,753 +3,544	+22%	+$225K	0.04%	446
2023 Q3	$972K	Buy	16,209 +3,350	+26%	+$209K	0.03%	533
2023 Q2	$800K	Buy	+12,859	New	+$735K	0.02%	645

Other funds holding NULG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

B. Riley Wealth Advisors's NULG Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2026, closing a stake of 23,226 shares — an estimated $2.27M sold.

B. Riley Wealth Advisors first reported a position in NULG in Q2 2023 and held it in 10 quarters. The position peaked at $2.29M in Q3 2025. 279 funds tracked by Wall St. Rank hold NULG as of Q1 2026.

B. Riley Wealth Advisors reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 23,226 Nuveen ESG Large-Cap Growth ETF shares in Q1 2026, an estimated $2.27M.
B. Riley Wealth Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2023 and held it in 10 quarters.
B. Riley Wealth Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $2.29M in Q3 2025.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.