Coppell Advisory Solutions’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-945	Closed	-$81.8K	–	1340
2024 Q4	$81.8K	Hold	945	–	–	0.01%	467
2024 Q3	$76.5K	Hold	945	–	–	0.01%	449
2024 Q2	$76.7K	Buy	+945	New	+$72.2K	0.01%	410
2023 Q4	$65.6K	Buy	+945	New	+$60.1K	0.01%	438
2023 Q3	–	Sell	-196	Closed	-$12K	–	1437
2023 Q2	$12K	Buy	+196	New	+$11.2K	﹤0.01%	650

Other funds holding NULG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Coppell Advisory Solutions's NULG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2025, closing a stake of 945 shares — an estimated $81.8K sold.

Coppell Advisory Solutions first reported a position in NULG in Q2 2023 and held it in 5 quarters. The position peaked at $81.8K in Q4 2024. 237 funds tracked by Wall St. Rank hold NULG as of Q1 2025.

Coppell Advisory Solutions reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 945 Nuveen ESG Large-Cap Growth ETF shares in Q1 2025, an estimated $81.8K.
Coppell Advisory Solutions first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's Nuveen ESG Large-Cap Growth ETF position peaked at $81.8K in Q4 2024.
237 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.