Benedetti & Gucer’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Benedetti & Gucer’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 Q1	$216K	Sell	2,834 -858	-23%	-$62.2K	0.11%	128
2023 Q4	$256K	Sell	3,692 -1,113	-23%	-$70.8K	0.13%	115
2023 Q3	$288K	Buy	4,805 +575	+14%	+$36K	0.16%	108
2023 Q2	$263K	Buy	4,230 +167	+4%	+$9.54K	0.14%	121
2023 Q1	$227K	Buy	+4,063	New	+$215K	0.13%	128
2022 Q2	–	Sell	-3,772	Closed	-$229K	–	113
2022 Q1	$229K	Buy	+3,772	New	+$224K	0.15%	89

Other funds holding NULG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Benedetti & Gucer's NULG Position: Q1 2024 in Review

Benedetti & Gucer reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 23% in Q1 2024, selling an estimated $62.2K and leaving 2,834 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #128.

Benedetti & Gucer first reported a position in NULG in Q1 2022 and has held it in 6 quarters since. The position peaked at $288K in Q3 2023. 201 funds tracked by Wall St. Rank hold NULG as of Q1 2024.

Benedetti & Gucer held 2,834 shares of Nuveen ESG Large-Cap Growth ETF worth $216K as of Q1 2024.
Benedetti & Gucer sold 858 Nuveen ESG Large-Cap Growth ETF shares in Q1 2024, an estimated $62.2K.
Nuveen ESG Large-Cap Growth ETF made up 0.11% of Benedetti & Gucer's portfolio in Q1 2024, its #128 holding.
Benedetti & Gucer first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2022 and has held it in 6 quarters since.
Benedetti & Gucer's Nuveen ESG Large-Cap Growth ETF position peaked at $288K in Q3 2023.
201 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.