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

Advisor 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
2019
Q4 		$49K Buy
1,175
+57
+5% +$2.26K ﹤0.01% 3423
2019
Q3 		$43K Buy
1,118
+425
+61% +$16.1K ﹤0.01% 3501
2019
Q2 		$26K Sell
693
-365
-34% -$13.2K ﹤0.01% 3804
2019
Q1 		$37K Buy
1,058
+472
+81% +$15.7K ﹤0.01% 3587
2018
Q4 		$17K Hold
586
– – ﹤0.01% 3921
2018
Q3 		$22K Buy
+586
New +$21.1K ﹤0.01% 3833

Other funds holding NULG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advisor Group's NULG Position: Q4 2019 in Review

Advisor Group increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 5.1% in Q4 2019, buying an estimated $2.26K and bringing the position to 1,175 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #3423.

Advisor Group first reported a position in NULG in Q3 2018 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold NULG as of Q4 2019.

  • Advisor Group held 1,175 shares of Nuveen ESG Large-Cap Growth ETF worth $49K as of Q4 2019.
  • Advisor Group bought 57 Nuveen ESG Large-Cap Growth ETF shares in Q4 2019, an estimated $2.26K.
  • Nuveen ESG Large-Cap Growth ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3423 holding.
  • Advisor Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2018 and has held it in 6 quarters since.
  • 48 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.