Advisory Services Network’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Advisory Services Network’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 Q1	–	Sell	-231	Closed	-$16K	–	2903
2023 Q4	$16K	Buy	+231	New	+$14.7K	﹤0.01%	2643
2023 Q2	–	Sell	-1,196	Closed	-$66.7K	–	2878
2023 Q1	$66.7K	Sell	1,196 -319	-21%	-$16.8K	﹤0.01%	1863
2022 Q4	$74.1K	Buy	+1,515	New	+$74.5K	﹤0.01%	1762
2021 Q3	–	Sell	-155	Closed	-$10K	–	2607
2021 Q2	$10K	Buy	+155	New	+$9.48K	﹤0.01%	2798
2021 Q1	–	Sell	-171	Closed	-$10K	–	2408
2020 Q4	$10K	Hold	171	–	–	﹤0.01%	2434
2020 Q3	$9K	Buy	+171	New	+$8.48K	﹤0.01%	2499
2020 Q2	–	Sell	-171	Closed	-$6K	–	2160
2020 Q1	$6K	Sell	171 -510	-75%	-$20.9K	﹤0.01%	2420
2019 Q4	$28K	Buy	+681	New	+$27K	﹤0.01%	1840

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RWM

Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

Advisory Services Network's NULG Position: Q1 2024 in Review

Advisory Services Network sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2024, closing a stake of 231 shares — an estimated $16K sold.

Advisory Services Network first reported a position in NULG in Q4 2019 and held it in 8 quarters. The position peaked at $74.1K in Q4 2022. 201 funds tracked by Wall St. Rank hold NULG as of Q1 2024.

Advisory Services Network reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 231 Nuveen ESG Large-Cap Growth ETF shares in Q1 2024, an estimated $16K.
Advisory Services Network first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2019 and held it in 8 quarters.
Advisory Services Network's Nuveen ESG Large-Cap Growth ETF position peaked at $74.1K in Q4 2022.
201 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.