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Larson Financial Group’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Larson Financial Group’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
2020
Q4 		– Sell
-344
Closed -$18K – 812
2020
Q3 		$18K Buy
+344
New +$17.1K 0.01% 344

Other funds holding NULG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

Larson Financial Group's NULG Position: Q4 2020 in Review

Larson Financial Group sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q4 2020, closing a stake of 344 shares — an estimated $18K sold.

Larson Financial Group first reported a position in NULG in Q3 2020 and held it in 1 quarter. The position peaked at $18K in Q3 2020. 76 funds tracked by Wall St. Rank hold NULG as of Q4 2020.

  • Larson Financial Group reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Larson Financial Group sold 344 Nuveen ESG Large-Cap Growth ETF shares in Q4 2020, an estimated $18K.
  • Larson Financial Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2020 and held it in 1 quarter.
  • Larson Financial Group's Nuveen ESG Large-Cap Growth ETF position peaked at $18K in Q3 2020.
  • 76 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2020.

Based on Larson Financial Group's 13F filing for Q4 2020, filed 14 Jan 2021.