Copia Wealth Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Copia Wealth Management’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	$20.1K	Hold	172	–	–	0.01%	284
2026 Q1	$15.6K	Hold	172	–	–	0.01%	284
2025 Q4	$16.8K	Hold	172	–	–	0.01%	280
2025 Q3	$17.1K	Hold	172	–	–	0.01%	273
2025 Q2	$16.2K	Hold	172	–	–	0.01%	251
2025 Q1	$13.5K	Hold	172	–	–	0.01%	251
2024 Q4	$14.8K	Buy	+172	New	+$14.9K	0.01%	230

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

Copia Wealth Management's NULG Position: Q2 2026 in Review

Copia Wealth Management held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q2 2026 at 172 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #284.

Copia Wealth Management first reported a position in NULG in Q4 2024 and has held it in 7 quarters since. 316 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Copia Wealth Management held 172 shares of Nuveen ESG Large-Cap Growth ETF worth $20.1K as of Q2 2026.
Copia Wealth Management left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Growth ETF made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #284 holding.
Copia Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
316 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.