Colonial Trust Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Colonial Trust 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 Q2	–	Sell	-600	Closed	-$54.6K	–	820
2026 Q1	$54.6K	Hold	600	–	–	﹤0.01%	342
2025 Q4	$58.7K	Hold	600	–	–	﹤0.01%	327
2025 Q3	$59.7K	Hold	600	–	–	﹤0.01%	322
2025 Q2	$56.4K	Hold	600	–	–	﹤0.01%	327
2025 Q1	$47K	Hold	600	–	–	﹤0.01%	346
2024 Q4	$51.5K	Hold	600	–	–	﹤0.01%	305
2024 Q3	$49.6K	Hold	600	–	–	﹤0.01%	334
2024 Q2	$48.7K	Hold	600	–	–	﹤0.01%	324
2024 Q1	$45.8K	Hold	600	–	–	﹤0.01%	333
2023 Q4	$41.7K	Hold	600	–	–	﹤0.01%	335
2023 Q3	$36K	Hold	600	–	–	﹤0.01%	366
2023 Q2	$37.3K	Hold	600	–	–	﹤0.01%	366
2023 Q1	$33.4K	Hold	600	–	–	﹤0.01%	378
2022 Q4	$29.3K	Buy	+600	New	+$29.5K	﹤0.01%	392

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Colonial Trust Advisors's NULG Position: Q2 2026 in Review

Colonial Trust Advisors sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2026, closing a stake of 600 shares — an estimated $54.6K sold.

Colonial Trust Advisors first reported a position in NULG in Q4 2022 and held it in 14 quarters. The position peaked at $59.7K in Q3 2025. 317 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Colonial Trust Advisors reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Colonial Trust Advisors sold 600 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $54.6K.
Colonial Trust Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2022 and held it in 14 quarters.
Colonial Trust Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $59.7K in Q3 2025.
317 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.