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

Atomi Financial Group’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
Q3 		– Sell
-3,401
Closed -$276K – 926
2024
Q2 		$276K Buy
+3,401
New +$260K 0.02% 611

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

Atomi Financial Group's NULG Position: Q3 2024 in Review

Atomi Financial Group sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q3 2024, closing a stake of 3,401 shares — an estimated $276K sold.

Atomi Financial Group first reported a position in NULG in Q2 2024 and held it in 1 quarter. The position peaked at $276K in Q2 2024. 221 funds tracked by Wall St. Rank hold NULG as of Q3 2024.

  • Atomi Financial Group reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Atomi Financial Group sold 3,401 Nuveen ESG Large-Cap Growth ETF shares in Q3 2024, an estimated $276K.
  • Atomi Financial Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2024 and held it in 1 quarter.
  • Atomi Financial Group's Nuveen ESG Large-Cap Growth ETF position peaked at $276K in Q2 2024.
  • 221 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2024.

Based on Atomi Financial Group's 13F filing for Q3 2024, filed 8 Oct 2024.