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

Advisornet Financial’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
2024
Q4 		– Sell
-12,189
Closed -$1.01M – 2170
2024
Q3 		$1.01M Hold
12,189
– – 0.08% 227
2024
Q2 		$989K Sell
12,189
-540
-4% -$41.3K 0.09% 208
2024
Q1 		$971K Sell
12,729
-490
-4% -$35.5K 0.09% 205
2023
Q4 		$918K Buy
13,219
+22
+0.2% +$1.4K 0.08% 228
2023
Q3 		$791K Sell
13,197
-16
-0.1% -$1K 0.07% 233
2023
Q2 		$822K Sell
13,213
-78
-0.6% -$4.46K 0.07% 234
2023
Q1 		$741K Sell
13,291
-836
-6% -$44.2K 0.07% 245
2022
Q4 		$691K Sell
14,127
-1,159
-8% -$57K 0.07% 257
2022
Q3 		$705K Buy
15,286
+6,366
+71% +$327K 0.07% 265
2022
Q2 		$430K Buy
8,920
+322
+4% +$16.9K 0.04% 338
2022
Q1 		$522K Buy
8,598
+130
+2% +$7.74K 0.03% 361
2021
Q4 		$581K Buy
8,468
+737
+10% +$51.7K 0.04% 372
2021
Q3 		$506K Buy
7,731
+121
+2% +$8.15K 0.04% 364
2021
Q2 		$491K Sell
7,610
-83
-1% -$5.08K 0.03% 387
2021
Q1 		$446K Buy
7,693
+199
+3% +$11.5K 0.03% 384
2020
Q4 		$422K Sell
7,494
-1,288
-15% -$69.3K 0.03% 371
2020
Q3 		$447K Buy
8,782
+954
+12% +$47.3K 0.04% 353
2020
Q2 		$359K Buy
7,828
+10
+0.1% +$418 0.03% 403
2020
Q1 		$276K Buy
7,818
+78
+1% +$3.19K 0.03% 413
2019
Q4 		$321K Sell
7,740
-183
-2% -$7.27K 0.03% 412
2019
Q3 		$302K Buy
+7,923
New +$300K 0.03% 419

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisornet Financial's NULG Position: Q4 2024 in Review

Advisornet Financial sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q4 2024, closing a stake of 12,189 shares — an estimated $1.01M sold.

Advisornet Financial first reported a position in NULG in Q3 2019 and held it in 21 quarters. The position peaked at $1.01M in Q3 2024. 249 funds tracked by Wall St. Rank hold NULG as of Q4 2024.

  • Advisornet Financial reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 12,189 Nuveen ESG Large-Cap Growth ETF shares in Q4 2024, an estimated $1.01M.
  • Advisornet Financial first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2019 and held it in 21 quarters.
  • Advisornet Financial's Nuveen ESG Large-Cap Growth ETF position peaked at $1.01M in Q3 2024.
  • 249 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.