First Allied Advisory Services’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

First Allied Advisory 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
2020 Q3	$793K	Sell	15,581 -6,076	-28%	-$301K	0.03%	549
2020 Q2	$994K	Buy	21,657 +486	+2%	+$20.3K	0.04%	441
2020 Q1	$746K	Sell	21,171 -2,553	-11%	-$105K	0.03%	476
2019 Q4	$982K	Buy	23,724 +144	+0.6%	+$5.72K	0.03%	478
2019 Q3	$894K	Buy	23,580 +2,969	+14%	+$113K	0.03%	495
2019 Q2	$766K	Buy	20,611 +1,303	+7%	+$47K	0.03%	535
2019 Q1	$680K	Buy	19,308 +451	+2%	+$15K	0.02%	571
2018 Q4	$568K	Sell	18,857 -1,638	-8%	-$55K	0.02%	577
2018 Q3	$765K	Buy	20,495 +578	+3%	+$20.8K	0.03%	558
2018 Q2	$681K	Buy	19,917 +5,484	+38%	+$184K	0.03%	568
2018 Q1	$465K	Buy	14,433 +82	+0.6%	+$2.68K	0.02%	694
2017 Q4	$449K	Sell	14,351 -276	-2%	-$8.46K	0.02%	699
2017 Q3	$432K	Buy	+14,627	New	+$425K	0.02%	665

Other funds holding NULG

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Allied Advisory Services's NULG Position: Q3 2020 in Review

First Allied Advisory Services reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 28% in Q3 2020, selling an estimated $301K and leaving 15,581 shares worth $793K. The position accounts for 0.03% of the portfolio, ranked #549.

First Allied Advisory Services first reported a position in NULG in Q3 2017 and has held it in 13 quarters since. The position peaked at $994K in Q2 2020. 62 funds tracked by Wall St. Rank hold NULG as of Q3 2020.

First Allied Advisory Services held 15,581 shares of Nuveen ESG Large-Cap Growth ETF worth $793K as of Q3 2020.
First Allied Advisory Services sold 6,076 Nuveen ESG Large-Cap Growth ETF shares in Q3 2020, an estimated $301K.
Nuveen ESG Large-Cap Growth ETF made up 0.03% of First Allied Advisory Services's portfolio in Q3 2020, its #549 holding.
First Allied Advisory Services first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2017 and has held it in 13 quarters since.
First Allied Advisory Services's Nuveen ESG Large-Cap Growth ETF position peaked at $994K in Q2 2020.
62 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.