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Essex Financial Services’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Essex Financial Services’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
-3,579
Closed -$217K – 510
2022
Q1 		$217K Hold
3,579
– – 0.02% 460
2021
Q4 		$245K Buy
+3,579
New +$251K 0.02% 414

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

Essex Financial Services's NULG Position: Q2 2022 in Review

Essex Financial Services sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2022, closing a stake of 3,579 shares — an estimated $217K sold.

Essex Financial Services first reported a position in NULG in Q4 2021 and held it in 2 quarters. The position peaked at $245K in Q4 2021. 131 funds tracked by Wall St. Rank hold NULG as of Q2 2022.

  • Essex Financial Services reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Essex Financial Services sold 3,579 Nuveen ESG Large-Cap Growth ETF shares in Q2 2022, an estimated $217K.
  • Essex Financial Services first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2021 and held it in 2 quarters.
  • Essex Financial Services's Nuveen ESG Large-Cap Growth ETF position peaked at $245K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2022.

Based on Essex Financial Services's 13F filing for Q2 2022, filed 1 Aug 2022.