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Amplius Wealth Advisors’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

Amplius Wealth Advisors’s Portfolio NULC Stock Details NULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,317
Closed -$95K – 660
2021
Q4 		$95K Buy
+2,317
New +$98.3K 0.01% 253

Other funds holding NULC

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

Amplius Wealth Advisors's NULC Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Nuveen ESG Large-Cap ETF (NULC) in Q1 2022, closing a stake of 2,317 shares — an estimated $95K sold.

Amplius Wealth Advisors first reported a position in NULC in Q4 2021 and held it in 1 quarter. The position peaked at $95K in Q4 2021. 13 funds tracked by Wall St. Rank hold NULC as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Nuveen ESG Large-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 2,317 Nuveen ESG Large-Cap ETF shares in Q1 2022, an estimated $95K.
  • Amplius Wealth Advisors first reported a position in Nuveen ESG Large-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Nuveen ESG Large-Cap ETF position peaked at $95K in Q4 2021.
  • 13 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.