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Financial Architects (New Jersey)’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

Financial Architects (New Jersey)’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
2023
Q2 		$300K Buy
8,261
+2,173
+36% +$74.8K 0.05% 260
2023
Q1 		$208K Buy
+6,088
New +$204K 0.03% 305

Other funds holding NULC

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Financial Architects (New Jersey)'s NULC Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Nuveen ESG Large-Cap ETF (NULC) stake by 36% in Q2 2023, buying an estimated $74.8K and bringing the position to 8,261 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #260.

Financial Architects (New Jersey) first reported a position in NULC in Q1 2023 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold NULC as of Q2 2023.

  • Financial Architects (New Jersey) held 8,261 shares of Nuveen ESG Large-Cap ETF worth $300K as of Q2 2023.
  • Financial Architects (New Jersey) bought 2,173 Nuveen ESG Large-Cap ETF shares in Q2 2023, an estimated $74.8K.
  • Nuveen ESG Large-Cap ETF made up 0.05% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #260 holding.
  • Financial Architects (New Jersey) first reported a position in Nuveen ESG Large-Cap ETF in Q1 2023 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.