Fulcrum Equity Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Fulcrum Equity Management’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
2023 Q4	–	Sell	-14,290	Closed	-$857K	–	105
2023 Q3	$857K	Buy	+14,290	New	+$893K	1%	26
2021 Q1	–	Sell	-3,884	Closed	-$219K	–	201
2020 Q4	$219K	Sell	3,884 -3,795	-49%	-$204K	0.09%	148
2020 Q3	$391K	Sell	7,679 -35,525	-82%	-$1.76M	0.18%	83
2020 Q2	$1.98M	Buy	+43,204	New	+$1.8M	0.94%	16

Other funds holding NULG

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Fulcrum Equity Management's NULG Position: Q4 2023 in Review

Fulcrum Equity Management sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q4 2023, closing a stake of 14,290 shares — an estimated $857K sold.

Fulcrum Equity Management first reported a position in NULG in Q2 2020 and held it in 4 quarters. The position peaked at $1.98M in Q2 2020. 187 funds tracked by Wall St. Rank hold NULG as of Q4 2023.

Fulcrum Equity Management reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
Fulcrum Equity Management sold 14,290 Nuveen ESG Large-Cap Growth ETF shares in Q4 2023, an estimated $857K.
Fulcrum Equity Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2020 and held it in 4 quarters.
Fulcrum Equity Management's Nuveen ESG Large-Cap Growth ETF position peaked at $1.98M in Q2 2020.
187 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2023.

Based on Fulcrum Equity Management's 13F filing for Q4 2023, filed 19 Jan 2024.