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Herold Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Herold Advisors’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
2022
Q1 		– Sell
-4,220
Closed -$289K – 729
2021
Q4 		$289K Sell
4,220
-3,485
-45% -$244K 0.11% 166
2021
Q3 		$504K Buy
+7,705
New +$519K 0.2% 127

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $158M AUM 24.38% 1-Year Est. Return

Herold Advisors's NULG Position: Q1 2022 in Review

Herold Advisors sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2022, closing a stake of 4,220 shares — an estimated $289K sold.

Herold Advisors first reported a position in NULG in Q3 2021 and held it in 2 quarters. The position peaked at $504K in Q3 2021. 124 funds tracked by Wall St. Rank hold NULG as of Q1 2022.

  • Herold Advisors reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Herold Advisors sold 4,220 Nuveen ESG Large-Cap Growth ETF shares in Q1 2022, an estimated $289K.
  • Herold Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $504K in Q3 2021.
  • 124 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2022.

Based on Herold Advisors's 13F filing for Q1 2022, filed 9 May 2022.