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Dynamic Advisor Solutions’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Dynamic Advisor Solutions’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
2025
Q1 		– Sell
-2,587
Closed -$222K – 874
2024
Q4 		$222K Sell
2,587
-673
-21% -$58.2K 0.01% 597
2024
Q3 		$269K Sell
3,260
-248
-7% -$19.9K 0.01% 791
2024
Q2 		$285K Sell
3,508
-469
-12% -$35.9K 0.01% 780
2024
Q1 		$303K Sell
3,977
-384
-9% -$27.8K 0.01% 759
2023
Q4 		$294K Sell
4,361
-1,729
-28% -$110K 0.01% 722
2023
Q3 		$365K Sell
6,090
-2,280
-27% -$143K 0.02% 606
2023
Q2 		$521K Sell
8,370
-443
-5% -$25.3K 0.03% 489
2023
Q1 		$491K Sell
8,813
-557
-6% -$29.4K 0.03% 475
2022
Q4 		$458K Sell
9,370
-1,404
-13% -$69K 0.03% 464
2022
Q3 		$497K Sell
10,774
-268
-2% -$13.8K 0.04% 391
2022
Q2 		$532K Sell
11,042
-1,889
-15% -$99.4K 0.04% 379
2022
Q1 		$785K Buy
12,931
+569
+5% +$33.9K 0.05% 320
2021
Q4 		$848K Buy
12,362
+1,019
+9% +$71.4K 0.06% 309
2021
Q3 		$742K Buy
11,343
+982
+9% +$66.2K 0.06% 351
2021
Q2 		$668K Buy
+10,361
New +$634K 0.05% 362

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dynamic Advisor Solutions's NULG Position: Q1 2025 in Review

Dynamic Advisor Solutions sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2025, closing a stake of 2,587 shares — an estimated $222K sold.

Dynamic Advisor Solutions first reported a position in NULG in Q2 2021 and held it in 15 quarters. The position peaked at $848K in Q4 2021. 237 funds tracked by Wall St. Rank hold NULG as of Q1 2025.

  • Dynamic Advisor Solutions reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,587 Nuveen ESG Large-Cap Growth ETF shares in Q1 2025, an estimated $222K.
  • Dynamic Advisor Solutions first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2021 and held it in 15 quarters.
  • Dynamic Advisor Solutions's Nuveen ESG Large-Cap Growth ETF position peaked at $848K in Q4 2021.
  • 237 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2025, filed 17 Apr 2025.