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Focus Partners Advisor Solutions’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

Focus Partners Advisor Solutions’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
Q3 		– Sell
-6,331
Closed -$230K – 452
2023
Q2 		$230K Sell
6,331
-750
-11% -$25.8K 0.01% 339
2023
Q1 		$242K Buy
+7,081
New +$237K 0.02% 301

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

Focus Partners Advisor Solutions's NULC Position: Q3 2023 in Review

Focus Partners Advisor Solutions sold out of Nuveen ESG Large-Cap ETF (NULC) in Q3 2023, closing a stake of 6,331 shares — an estimated $230K sold.

Focus Partners Advisor Solutions first reported a position in NULC in Q1 2023 and held it in 2 quarters. The position peaked at $242K in Q1 2023. 19 funds tracked by Wall St. Rank hold NULC as of Q3 2023.

  • Focus Partners Advisor Solutions reported no remaining Nuveen ESG Large-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 6,331 Nuveen ESG Large-Cap ETF shares in Q3 2023, an estimated $230K.
  • Focus Partners Advisor Solutions first reported a position in Nuveen ESG Large-Cap ETF in Q1 2023 and held it in 2 quarters.
  • Focus Partners Advisor Solutions's Nuveen ESG Large-Cap ETF position peaked at $242K in Q1 2023.
  • 19 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q3 2023.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2023, filed 15 Nov 2023.