NWM
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Navigation Wealth Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Navigation Wealth Management’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
2022
Q4 		– Sell
-1
Closed – – 33
2022
Q3 		$0 Hold
1
– – ﹤0.01% 42
2022
Q2 		$0 Sell
1
-30
-97% -$1.58K ﹤0.01% 46
2022
Q1 		$2K Hold
31
– – 0.02% 23
2021
Q4 		$2K Hold
31
– – ﹤0.01% 47
2021
Q3 		$3K Hold
31
– – 0.02% 58
2021
Q2 		$2K Buy
31
+30
+3,000% +$1.83K ﹤0.01% 50
2021
Q1 		$0 Buy
+1
New +$58 ﹤0.01% 60

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
UBS Group
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Navigation Wealth Management's NULG Position: Q4 2022 in Review

Navigation Wealth Management sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q4 2022, closing a stake of 1 share.

Navigation Wealth Management first reported a position in NULG in Q1 2021 and held it in 7 quarters. The position peaked at $3K in Q3 2021. 150 funds tracked by Wall St. Rank hold NULG as of Q4 2022.

  • Navigation Wealth Management reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Navigation Wealth Management sold 1 Nuveen ESG Large-Cap Growth ETF share in Q4 2022.
  • Navigation Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2021 and held it in 7 quarters.
  • Navigation Wealth Management's Nuveen ESG Large-Cap Growth ETF position peaked at $3K in Q3 2021.
  • 150 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2022.

Based on Navigation Wealth Management's 13F filing for Q4 2022, filed 6 Jan 2023.