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Integrated Capital Management (Pennsylvania)’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Integrated Capital Management (Pennsylvania)’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
Q2 		– Sell
-117,096
Closed -$4.83M – 89
2023
Q1 		$4.83M Buy
+117,096
New +$6.18M 4.4% 9

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Capital Management (Pennsylvania)'s NULG Position: Q2 2023 in Review

Integrated Capital Management (Pennsylvania) sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2023, closing a stake of 117,096 shares — an estimated $4.83M sold.

Integrated Capital Management (Pennsylvania) first reported a position in NULG in Q1 2023 and held it in 1 quarter. The position peaked at $4.83M in Q1 2023. 162 funds tracked by Wall St. Rank hold NULG as of Q2 2023.

  • Integrated Capital Management (Pennsylvania) reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Integrated Capital Management (Pennsylvania) sold 117,096 Nuveen ESG Large-Cap Growth ETF shares in Q2 2023, an estimated $4.83M.
  • Integrated Capital Management (Pennsylvania) first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2023 and held it in 1 quarter.
  • Integrated Capital Management (Pennsylvania)'s Nuveen ESG Large-Cap Growth ETF position peaked at $4.83M in Q1 2023.
  • 162 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2023.

Based on Integrated Capital Management (Pennsylvania)'s 13F filing for Q2 2023, filed 31 Jul 2023.