Carson Wealth (CWM LLC)
NULC icon

Carson Wealth (CWM LLC)’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

Carson Wealth (CWM LLC)’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
2023
Q2 		– Sell
-1,278
Closed -$44K – 4378
2023
Q1 		$44K Buy
+1,278
New +$42.7K ﹤0.01% 1954

Other funds holding NULC

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NULC Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of Nuveen ESG Large-Cap ETF (NULC) in Q2 2023, closing a stake of 1,278 shares — an estimated $44K sold.

Carson Wealth (CWM LLC) first reported a position in NULC in Q1 2023 and held it in 1 quarter. The position peaked at $44K in Q1 2023. 20 funds tracked by Wall St. Rank hold NULC as of Q2 2023.

  • Carson Wealth (CWM LLC) reported no remaining Nuveen ESG Large-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,278 Nuveen ESG Large-Cap ETF shares in Q2 2023, an estimated $44K.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen ESG Large-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Nuveen ESG Large-Cap ETF position peaked at $44K in Q1 2023.
  • 20 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.