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Oppenheimer & Co’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Oppenheimer & Co’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
-5,926
Closed -$273K – 1411
2022
Q3 		$273K Buy
+5,926
New +$305K 0.01% 1097

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

Oppenheimer & Co's NULG Position: Q4 2022 in Review

Oppenheimer & Co sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q4 2022, closing a stake of 5,926 shares — an estimated $273K sold.

Oppenheimer & Co first reported a position in NULG in Q3 2022 and held it in 1 quarter. The position peaked at $273K in Q3 2022. 150 funds tracked by Wall St. Rank hold NULG as of Q4 2022.

  • Oppenheimer & Co reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Oppenheimer & Co sold 5,926 Nuveen ESG Large-Cap Growth ETF shares in Q4 2022, an estimated $273K.
  • Oppenheimer & Co first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2022 and held it in 1 quarter.
  • Oppenheimer & Co's Nuveen ESG Large-Cap Growth ETF position peaked at $273K in Q3 2022.
  • 150 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2022.

Based on Oppenheimer & Co's 13F filing for Q4 2022, filed 8 Feb 2023.