HGWM
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $158M AUM 24.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return