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

Next 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
2021
Q4 		$346K Buy
5,040
+2,946
+141% +$207K 0.02% 679
2021
Q3 		$137K Buy
+2,094
New +$141K 0.01% 987

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Next Financial Group's NULG Position: Q4 2021 in Review

Next Financial Group increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 141% in Q4 2021, buying an estimated $207K and bringing the position to 5,040 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #679.

Next Financial Group first reported a position in NULG in Q3 2021 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold NULG as of Q4 2021.

  • Next Financial Group held 5,040 shares of Nuveen ESG Large-Cap Growth ETF worth $346K as of Q4 2021.
  • Next Financial Group bought 2,946 Nuveen ESG Large-Cap Growth ETF shares in Q4 2021, an estimated $207K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #679 holding.
  • Next Financial Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2021 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.