PFGIA
NULG icon

Patriot Financial Group Insurance Agency’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Patriot Financial Group Insurance Agency’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
2024
Q4 		– Sell
-3,693
Closed -$305K – 525
2024
Q3 		$305K Hold
3,693
– – 0.04% 384
2024
Q2 		$300K Hold
3,693
– – 0.04% 372
2024
Q1 		$282K Sell
3,693
-587
-14% -$42.6K 0.04% 381
2023
Q4 		$297K Sell
4,280
-355
-8% -$22.6K 0.06% 333
2023
Q3 		$278K Hold
4,635
– – 0.06% 346
2023
Q2 		$288K Hold
4,635
– – 0.05% 346
2023
Q1 		$258K Hold
4,635
– – 0.05% 370
2022
Q4 		$227K Hold
4,635
– – 0.03% 370
2022
Q3 		$214K Sell
4,635
-421
-8% -$21.7K 0.05% 356
2022
Q2 		$244K Hold
5,056
– – 0.05% 342
2022
Q1 		$307K Buy
5,056
+58
+1% +$3.45K 0.05% 322
2021
Q4 		$343K Sell
4,998
-144
-3% -$10.1K 0.06% 317
2021
Q3 		$337K Sell
5,142
-316
-6% -$21.3K 0.06% 318
2021
Q2 		$352K Buy
5,458
+333
+6% +$20.4K 0.06% 298
2021
Q1 		$297K Sell
5,125
-437
-8% -$25.3K 0.07% 295
2020
Q4 		$313K Buy
5,562
+46
+0.8% +$2.48K 0.08% 256
2020
Q3 		$281K Hold
5,516
– – 0.09% 209
2020
Q2 		$253K Hold
5,516
– – 0.1% 199
2020
Q1 		$194K Buy
5,516
+3,116
+130% +$128K 0.09% 219
2019
Q4 		$99K Buy
2,400
+1,365
+132% +$54.2K 0.04% 342
2019
Q3 		$39K Buy
1,035
+563
+119% +$21.3K 0.02% 484
2019
Q2 		$18K Buy
+472
New +$17K 0.01% 680

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NULG Position: Q4 2024 in Review

Patriot Financial Group Insurance Agency sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q4 2024, closing a stake of 3,693 shares — an estimated $305K sold.

Patriot Financial Group Insurance Agency first reported a position in NULG in Q2 2019 and held it in 22 quarters. The position peaked at $352K in Q2 2021. 249 funds tracked by Wall St. Rank hold NULG as of Q4 2024.

  • Patriot Financial Group Insurance Agency reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,693 Nuveen ESG Large-Cap Growth ETF shares in Q4 2024, an estimated $305K.
  • Patriot Financial Group Insurance Agency first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2019 and held it in 22 quarters.
  • Patriot Financial Group Insurance Agency's Nuveen ESG Large-Cap Growth ETF position peaked at $352K in Q2 2021.
  • 249 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2024, filed 22 Jan 2025.