Householder Group Estate & Retirement Specialist’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-3,376	Closed	-$278K	–	967
2024 Q3	$278K	Buy	3,376 +100	+3%	+$8.02K	0.08%	200
2024 Q2	$265K	Sell	3,276 -77	-2%	-$5.89K	0.07%	205
2024 Q1	$256K	Buy	+3,353	New	+$243K	0.08%	212
2022 Q4	–	Sell	-248	Closed	-$11K	–	834
2022 Q3	$11K	Buy	+248	New	+$12.8K	﹤0.01%	709

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 $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's NULG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q4 2024, closing a stake of 3,376 shares — an estimated $278K sold.

Householder Group Estate & Retirement Specialist first reported a position in NULG in Q3 2022 and held it in 4 quarters. The position peaked at $278K in Q3 2024. 249 funds tracked by Wall St. Rank hold NULG as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 3,376 Nuveen ESG Large-Cap Growth ETF shares in Q4 2024, an estimated $278K.
Householder Group Estate & Retirement Specialist first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2022 and held it in 4 quarters.
Householder Group Estate & Retirement Specialist's Nuveen ESG Large-Cap Growth ETF position peaked at $278K in Q3 2024.
249 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.