Columbia River Financial Group’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Columbia River Financial Group’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	$259K	Hold	2,857	–	–	0.15%	51
2025 Q4	$279K	Sell	2,857 -284	-9%	-$28.1K	0.17%	50
2025 Q3	$313K	Hold	3,141	–	–	0.19%	46
2025 Q2	$307K	Buy	3,141 +102	+3%	+$8.61K	0.2%	45
2025 Q1	$237K	Sell	3,039 -49	-2%	-$4.16K	0.16%	48
2024 Q4	$265K	Buy	+3,088	New	+$267K	0.18%	47

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

Columbia River Financial Group's NULG Position: Q1 2026 in Review

Columbia River Financial Group held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q1 2026 at 2,857 shares worth $259K. The position accounts for 0.15% of the portfolio, ranked #51.

Columbia River Financial Group first reported a position in NULG in Q4 2024 and has held it in 6 quarters since. The position peaked at $313K in Q3 2025. 279 funds tracked by Wall St. Rank hold NULG as of Q1 2026.

Columbia River Financial Group held 2,857 shares of Nuveen ESG Large-Cap Growth ETF worth $259K as of Q1 2026.
Columbia River Financial Group left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q1 2026.
Nuveen ESG Large-Cap Growth ETF made up 0.15% of Columbia River Financial Group's portfolio in Q1 2026, its #51 holding.
Columbia River Financial Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Columbia River Financial Group's Nuveen ESG Large-Cap Growth ETF position peaked at $313K in Q3 2025.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2026.

Based on Columbia River Financial Group's 13F filing for Q1 2026, filed 12 May 2026.