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

Barber 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
2020
Q1 		– Sell
-374,335
Closed -$15.5M – 145
2019
Q4 		$15.5M Sell
374,335
-67,077
-15% -$2.66M 3.14% 7
2019
Q3 		$16.8M Buy
+441,412
New +$16.7M 3.58% 9

Other funds holding NULG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Barber Financial Group's NULG Position: Q1 2020 in Review

Barber Financial Group sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2020, closing a stake of 374,335 shares — an estimated $15.5M sold.

Barber Financial Group first reported a position in NULG in Q3 2019 and held it in 2 quarters. The position peaked at $16.8M in Q3 2019. 55 funds tracked by Wall St. Rank hold NULG as of Q1 2020.

  • Barber Financial Group reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Barber Financial Group sold 374,335 Nuveen ESG Large-Cap Growth ETF shares in Q1 2020, an estimated $15.5M.
  • Barber Financial Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2019 and held it in 2 quarters.
  • Barber Financial Group's Nuveen ESG Large-Cap Growth ETF position peaked at $16.8M in Q3 2019.
  • 55 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2020.

Based on Barber Financial Group's 13F filing for Q1 2020, filed 8 May 2020.