GenWealth Group’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

GenWealth Group’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
2024 Q1	–	Sell	-10,353	Closed	-$719K	–	70
2023 Q4	$719K	Sell	10,353 -1,663	-14%	-$106K	0.2%	44
2023 Q3	$721K	Buy	12,016 +137	+1%	+$8.57K	0.22%	43
2023 Q2	$739K	Sell	11,879 -19	-0.2%	-$1.09K	0.21%	43
2023 Q1	$663K	Buy	11,898 +68	+0.6%	+$3.59K	0.2%	42
2022 Q4	$578K	Buy	+11,830	New	+$582K	0.19%	47
2022 Q2	–	Sell	-6,580	Closed	-$400K	–	67
2022 Q1	$400K	Buy	+6,580	New	+$392K	0.11%	49

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

RWM

Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

GenWealth Group's NULG Position: Q1 2024 in Review

GenWealth Group sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2024, closing a stake of 10,353 shares — an estimated $719K sold.

GenWealth Group first reported a position in NULG in Q1 2022 and held it in 6 quarters. The position peaked at $739K in Q2 2023. 201 funds tracked by Wall St. Rank hold NULG as of Q1 2024.

GenWealth Group reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
GenWealth Group sold 10,353 Nuveen ESG Large-Cap Growth ETF shares in Q1 2024, an estimated $719K.
GenWealth Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2022 and held it in 6 quarters.
GenWealth Group's Nuveen ESG Large-Cap Growth ETF position peaked at $739K in Q2 2023.
201 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2024.

Based on GenWealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.