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AlphaStar Capital Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

AlphaStar Capital Management’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
2023
Q3 		– Sell
-6,714
Closed -$418K – 263
2023
Q2 		$418K Buy
+6,714
New +$384K 0.05% 199

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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

AlphaStar Capital Management's NULG Position: Q3 2023 in Review

AlphaStar Capital Management sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q3 2023, closing a stake of 6,714 shares — an estimated $418K sold.

AlphaStar Capital Management first reported a position in NULG in Q2 2023 and held it in 1 quarter. The position peaked at $418K in Q2 2023. 177 funds tracked by Wall St. Rank hold NULG as of Q3 2023.

  • AlphaStar Capital Management reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • AlphaStar Capital Management sold 6,714 Nuveen ESG Large-Cap Growth ETF shares in Q3 2023, an estimated $418K.
  • AlphaStar Capital Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2023 and held it in 1 quarter.
  • AlphaStar Capital Management's Nuveen ESG Large-Cap Growth ETF position peaked at $418K in Q2 2023.
  • 177 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2023.

Based on AlphaStar Capital Management's 13F filing for Q3 2023, filed 8 Nov 2023.