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

Arkadios 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
2021
Q4 		– Sell
-600
Closed -$24K – 1356
2021
Q3 		$24K Hold
600
– – ﹤0.01% 1145
2021
Q2 		$24K Buy
+600
New +$23.4K ﹤0.01% 1209

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
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Arkadios Wealth Advisors's NULC Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Nuveen ESG Large-Cap ETF (NULC) in Q4 2021, closing a stake of 600 shares — an estimated $24K sold.

Arkadios Wealth Advisors first reported a position in NULC in Q2 2021 and held it in 2 quarters. The position peaked at $24K in Q3 2021. 15 funds tracked by Wall St. Rank hold NULC as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Nuveen ESG Large-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 600 Nuveen ESG Large-Cap ETF shares in Q4 2021, an estimated $24K.
  • Arkadios Wealth Advisors first reported a position in Nuveen ESG Large-Cap ETF in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Nuveen ESG Large-Cap ETF position peaked at $24K in Q3 2021.
  • 15 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.