Lake Street Private Wealth’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Lake Street Private Wealth’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 Q3	–	Sell	-4,026	Closed	-$327K	–	300
2024 Q2	$327K	Hold	4,026	–	–	0.04%	255
2024 Q1	$307K	Buy	4,026 +1	+0%	+$73	0.04%	260
2023 Q4	$280K	Sell	4,025 -651	-14%	-$41.4K	0.04%	254
2023 Q3	$280K	Hold	4,676	–	–	0.05%	231
2023 Q2	$291K	Buy	+4,676	New	+$267K	0.05%	231
2022 Q1	–	Sell	-4,997	Closed	-$343K	–	345
2021 Q4	$343K	Buy	+4,997	New	+$350K	0.06%	240

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 $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

RWM

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

Lake Street Private Wealth's NULG Position: Q3 2024 in Review

Lake Street Private Wealth sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q3 2024, closing a stake of 4,026 shares — an estimated $327K sold.

Lake Street Private Wealth first reported a position in NULG in Q4 2021 and held it in 6 quarters. The position peaked at $343K in Q4 2021. 221 funds tracked by Wall St. Rank hold NULG as of Q3 2024.

Lake Street Private Wealth reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Lake Street Private Wealth sold 4,026 Nuveen ESG Large-Cap Growth ETF shares in Q3 2024, an estimated $327K.
Lake Street Private Wealth first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2021 and held it in 6 quarters.
Lake Street Private Wealth's Nuveen ESG Large-Cap Growth ETF position peaked at $343K in Q4 2021.
221 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2024.

Based on Lake Street Private Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.