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Horizon Investments’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

Horizon Investments’s Portfolio NULC Stock Details NULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-84
Closed -$3.68K – 870
2024
Q2 		$3.68K Buy
84
+1
+1% +$43 ﹤0.01% 675
2024
Q1 		$3.58K Hold
83
– – ﹤0.01% 659
2023
Q4 		$3.23K Hold
83
– – ﹤0.01% 647
2023
Q3 		$2.92K Buy
83
+1
+1% +$37 ﹤0.01% 672
2023
Q2 		$2.97K Buy
82
+6
+8% +$207 ﹤0.01% 651
2023
Q1 		$2.6K Buy
+76
New +$2.54K ﹤0.01% 653

Other funds holding NULC

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JWM
JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Horizon Investments's NULC Position: Q3 2024 in Review

Horizon Investments sold out of Nuveen ESG Large-Cap ETF (NULC) in Q3 2024, closing a stake of 84 shares — an estimated $3.68K sold.

Horizon Investments first reported a position in NULC in Q1 2023 and held it in 6 quarters. The position peaked at $3.68K in Q2 2024. 20 funds tracked by Wall St. Rank hold NULC as of Q3 2024.

  • Horizon Investments reported no remaining Nuveen ESG Large-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Horizon Investments sold 84 Nuveen ESG Large-Cap ETF shares in Q3 2024, an estimated $3.68K.
  • Horizon Investments first reported a position in Nuveen ESG Large-Cap ETF in Q1 2023 and held it in 6 quarters.
  • Horizon Investments's Nuveen ESG Large-Cap ETF position peaked at $3.68K in Q2 2024.
  • 20 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q3 2024.

Based on Horizon Investments's 13F filing for Q3 2024, filed 13 Nov 2024.