CA
NULG icon

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

Cornerstone Advisory’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
2022
Q2 		– Sell
-3,585
Closed -$218K – 210
2022
Q1 		$218K Sell
3,585
-1,515
-30% -$90.2K 0.03% 207
2021
Q4 		$350K Buy
5,100
+1,150
+29% +$80.6K 0.05% 200
2021
Q3 		$259K Buy
3,950
+400
+11% +$27K 0.04% 201
2021
Q2 		$229K Buy
+3,550
New +$217K 0.04% 200

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Advisory's NULG Position: Q2 2022 in Review

Cornerstone Advisory sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2022, closing a stake of 3,585 shares — an estimated $218K sold.

Cornerstone Advisory first reported a position in NULG in Q2 2021 and held it in 4 quarters. The position peaked at $350K in Q4 2021. 131 funds tracked by Wall St. Rank hold NULG as of Q2 2022.

  • Cornerstone Advisory reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 3,585 Nuveen ESG Large-Cap Growth ETF shares in Q2 2022, an estimated $218K.
  • Cornerstone Advisory first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2021 and held it in 4 quarters.
  • Cornerstone Advisory's Nuveen ESG Large-Cap Growth ETF position peaked at $350K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2022.

Based on Cornerstone Advisory's 13F filing for Q2 2022, filed 2 Aug 2022.