Rollins Financial Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Rollins Financial 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	$282K	Sell	3,096 -1,000	-24%	-$95.8K	0.04%	140
2025 Q4	$401K	Hold	4,096	–	–	0.06%	110
2025 Q3	$407K	Buy	4,096 +999	+32%	+$97.1K	0.06%	103
2025 Q2	$291K	Hold	3,097	–	–	0.05%	112
2025 Q1	$242K	Hold	3,097	–	–	0.04%	113
2024 Q4	$266K	Hold	3,097	–	–	0.04%	108
2024 Q3	$256K	Hold	3,097	–	–	0.04%	112
2024 Q2	$251K	Hold	3,097	–	–	0.04%	107
2024 Q1	$236K	Buy	3,097 +97	+3%	+$7.03K	0.04%	104
2023 Q4	$208K	Buy	+3,000	New	+$191K	0.04%	96

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

Rollins Financial Advisors's NULG Position: Q1 2026 in Review

Rollins Financial Advisors reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 24% in Q1 2026, selling an estimated $95.8K and leaving 3,096 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #140.

Rollins Financial Advisors first reported a position in NULG in Q4 2023 and has held it in 10 quarters since. The position peaked at $407K in Q3 2025. 279 funds tracked by Wall St. Rank hold NULG as of Q1 2026.

Rollins Financial Advisors held 3,096 shares of Nuveen ESG Large-Cap Growth ETF worth $282K as of Q1 2026.
Rollins Financial Advisors sold 1,000 Nuveen ESG Large-Cap Growth ETF shares in Q1 2026, an estimated $95.8K.
Nuveen ESG Large-Cap Growth ETF made up 0.04% of Rollins Financial Advisors's portfolio in Q1 2026, its #140 holding.
Rollins Financial Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Rollins Financial Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $407K in Q3 2025.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.