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

Merit 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
Q2 		$480K Buy
4,104
+1,230
+43% +$132K ﹤0.01% 1519
2026
Q1 		$261K Sell
2,874
-206
-7% -$19.7K ﹤0.01% 1747
2025
Q4 		$301K Buy
3,080
+266
+9% +$26.3K ﹤0.01% 1564
2025
Q3 		$280K Hold
2,814
– – ﹤0.01% 1495
2025
Q2 		$264K Buy
2,814
+215
+8% +$18.1K ﹤0.01% 1404
2025
Q1 		$203K Buy
+2,599
New +$220K ﹤0.01% 1298

Other funds holding NULG

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Merit Financial Group's NULG Position: Q2 2026 in Review

Merit Financial Group increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 43% in Q2 2026, buying an estimated $132K and bringing the position to 4,104 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Merit Financial Group first reported a position in NULG in Q1 2025 and has held it in 6 quarters since. 317 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Merit Financial Group held 4,104 shares of Nuveen ESG Large-Cap Growth ETF worth $480K as of Q2 2026.
  • Merit Financial Group bought 1,230 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $132K.
  • Nuveen ESG Large-Cap Growth ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1519 holding.
  • Merit Financial Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 317 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.