Kistler-Tiffany Companies’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Kistler-Tiffany Companies’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	$278K	Sell	4,469 -158	-3%	-$9.03K	0.05%	286
2023 Q1	$258K	Buy	4,627 +978	+27%	+$51.6K	0.05%	258
2022 Q4	$178K	Hold	3,649	–	–	0.04%	286
2022 Q3	$168K	Hold	3,649	–	–	0.04%	221
2022 Q2	$176K	Buy	3,649 +306	+9%	+$16.1K	0.04%	221
2022 Q1	$203K	Buy	3,343 +1,684	+102%	+$100K	0.04%	221
2021 Q4	$114K	Hold	1,659	–	–	0.02%	265
2021 Q3	$109K	Buy	1,659 +712	+75%	+$48K	0.02%	259
2021 Q2	$61K	Buy	+947	New	+$57.9K	0.01%	334

Other funds holding NULG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

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

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

RWM

Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

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

Kistler-Tiffany Companies's NULG Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 3.4% in Q2 2023, selling an estimated $9.03K and leaving 4,469 shares worth $278K. The position accounts for 0.05% of the portfolio, ranked #286.

Kistler-Tiffany Companies first reported a position in NULG in Q2 2021 and has held it in 9 quarters since. 162 funds tracked by Wall St. Rank hold NULG as of Q2 2023.

Kistler-Tiffany Companies held 4,469 shares of Nuveen ESG Large-Cap Growth ETF worth $278K as of Q2 2023.
Kistler-Tiffany Companies sold 158 Nuveen ESG Large-Cap Growth ETF shares in Q2 2023, an estimated $9.03K.
Nuveen ESG Large-Cap Growth ETF made up 0.05% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #286 holding.
Kistler-Tiffany Companies first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2021 and has held it in 9 quarters since.
162 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.