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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
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return