Cornerstone Advisory’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

Cornerstone Advisory’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
2022 Q1	–	Sell	-6,500	Closed	-$268K	–	585
2021 Q4	$268K	Buy	+6,500	New	+$276K	0.04%	218

Other funds holding NULC

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

Cornerstone Advisory's NULC Position: Q1 2022 in Review

Cornerstone Advisory sold out of Nuveen ESG Large-Cap ETF (NULC) in Q1 2022, closing a stake of 6,500 shares — an estimated $268K sold.

Cornerstone Advisory first reported a position in NULC in Q4 2021 and held it in 1 quarter. The position peaked at $268K in Q4 2021. 13 funds tracked by Wall St. Rank hold NULC as of Q1 2022.

Cornerstone Advisory reported no remaining Nuveen ESG Large-Cap ETF position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 6,500 Nuveen ESG Large-Cap ETF shares in Q1 2022, an estimated $268K.
Cornerstone Advisory first reported a position in Nuveen ESG Large-Cap ETF in Q4 2021 and held it in 1 quarter.
Cornerstone Advisory's Nuveen ESG Large-Cap ETF position peaked at $268K in Q4 2021.
13 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.