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

LifePlan 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 Q3	$48K	Hold	950	–	–	0.02%	248
2020 Q2	$44K	Hold	950	–	–	0.02%	252
2020 Q1	$33K	Hold	950	–	–	0.02%	265
2019 Q4	$39K	Hold	950	–	–	0.02%	274
2019 Q3	$36K	Sell	950 -60	-6%	-$2.27K	0.02%	280
2019 Q2	$38K	Hold	1,010	–	–	0.02%	270
2019 Q1	$36K	Hold	1,010	–	–	0.02%	281
2018 Q4	$30K	Buy	+1,010	New	+$33.9K	0.02%	288

Other funds holding NULG

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

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

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

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

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

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

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LifePlan Financial Group's NULG Position: Q3 2020 in Review

LifePlan Financial Group held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q3 2020 at 950 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #248.

LifePlan Financial Group first reported a position in NULG in Q4 2018 and has held it in 8 quarters since. 62 funds tracked by Wall St. Rank hold NULG as of Q3 2020.

LifePlan Financial Group held 950 shares of Nuveen ESG Large-Cap Growth ETF worth $48K as of Q3 2020.
LifePlan Financial Group left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q3 2020.
Nuveen ESG Large-Cap Growth ETF made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #248 holding.
LifePlan Financial Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2018 and has held it in 8 quarters since.
62 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.