Harvest Group Wealth Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Harvest Group Wealth 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 Q1	$343K	Sell	6,149 -427	-6%	-$22.6K	0.21%	42
2022 Q4	$321K	Sell	6,576 -252	-4%	-$12.4K	0.21%	46
2022 Q3	$322K	Sell	6,828 -939	-12%	-$48.3K	0.21%	47
2022 Q2	$413K	Sell	7,767 -2,892	-27%	-$152K	0.25%	47
2022 Q1	$647K	Sell	10,659 -70,975	-87%	-$4.22M	0.37%	36
2021 Q4	$5.6M	Sell	81,634 -42,653	-34%	-$2.99M	3.14%	16
2021 Q3	$8.13M	Buy	124,287 +3,646	+3%	+$246K	4.78%	7
2021 Q2	$7.78M	Buy	120,641 +6,542	+6%	+$400K	4.64%	8
2021 Q1	$7.12M	Buy	114,099 +11,073	+11%	+$640K	4.47%	11
2020 Q4	$5.8M	Buy	103,026 +10,758	+12%	+$579K	3.46%	15
2020 Q3	$4.7M	Sell	92,268 -2,949	-3%	-$146K	3.26%	15
2020 Q2	$4.37M	Buy	95,217 +71,472	+301%	+$2.98M	3.65%	14
2020 Q1	$837K	Buy	23,745 +18,158	+325%	+$744K	0.84%	19
2019 Q4	$231K	Buy	+5,587	New	+$222K	0.2%	28

Other funds holding NULG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Harvest Group Wealth Management's NULG Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 6.5% in Q1 2023, selling an estimated $22.6K and leaving 6,149 shares worth $343K. The position accounts for 0.21% of the portfolio, ranked #42.

Harvest Group Wealth Management first reported a position in NULG in Q4 2019 and has held it in 14 quarters since. The position peaked at $8.13M in Q3 2021. 147 funds tracked by Wall St. Rank hold NULG as of Q1 2023.

Harvest Group Wealth Management held 6,149 shares of Nuveen ESG Large-Cap Growth ETF worth $343K as of Q1 2023.
Harvest Group Wealth Management sold 427 Nuveen ESG Large-Cap Growth ETF shares in Q1 2023, an estimated $22.6K.
Nuveen ESG Large-Cap Growth ETF made up 0.21% of Harvest Group Wealth Management's portfolio in Q1 2023, its #42 holding.
Harvest Group Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2019 and has held it in 14 quarters since.
Harvest Group Wealth Management's Nuveen ESG Large-Cap Growth ETF position peaked at $8.13M in Q3 2021.
147 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.