Creative Planning’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $747K | Hold |
7,947
| – | – | ﹤0.01% | 2093 |
|
|
2025
Q1 | $622K | Sell |
7,947
-217
| -3% | -$17K | ﹤0.01% | 2093 |
|
|
2024
Q4 | $701K | Buy |
8,164
+2,360
| +41% | +$203K | ﹤0.01% | 1913 |
|
|
2024
Q3 | $480K | Hold |
5,804
| – | – | ﹤0.01% | 2146 |
|
|
2024
Q2 | $471K | Sell |
5,804
-7
| -0.1% | -$568 | ﹤0.01% | 1983 |
|
|
2024
Q1 | $443K | Sell |
5,811
-33
| -0.6% | -$2.52K | ﹤0.01% | 1933 |
|
|
2023
Q4 | $406K | Buy |
5,844
+1,375
| +31% | +$95.5K | ﹤0.01% | 1850 |
|
|
2023
Q3 | $268K | Buy |
+4,469
| New | +$268K | ﹤0.01% | 2026 |
|
|
2023
Q2 | – | Sell |
-3,643
| Closed | -$203K | – | 2635 |
|
|
2023
Q1 | $203K | Buy |
3,643
+2,066
| +131% | +$115K | ﹤0.01% | 2110 |
|
|
2022
Q4 | $77.1K | Buy |
+1,577
| New | +$77.1K | ﹤0.01% | 2172 |
|
|
2022
Q1 | – | Sell |
-4,160
| Closed | -$285K | – | 2331 |
|
|
2021
Q4 | $285K | Hold |
4,160
| – | – | ﹤0.01% | 1660 |
|
|
2021
Q3 | $272K | Hold |
4,160
| – | – | ﹤0.01% | 1654 |
|
|
2021
Q2 | $268K | Buy |
4,160
+410
| +11% | +$26.4K | ﹤0.01% | 1615 |
|
|
2021
Q1 | $217K | Hold |
3,750
| – | – | ﹤0.01% | 2004 |
|
|
2020
Q4 | $211K | Buy |
+3,750
| New | +$211K | ﹤0.01% | 1833 |
|