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PFS Investments’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

PFS Investments’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
2023
Q1 		– Sell
-35,097
Closed -$1.72M – 522
2022
Q4 		$1.72M Sell
35,097
-14,459
-29% -$711K 0.03% 307
2022
Q3 		$2.29K Buy
+49,556
New +$2.55M 0.04% 263

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

PFS Investments's NULG Position: Q1 2023 in Review

PFS Investments sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2023, closing a stake of 35,097 shares — an estimated $1.72M sold.

PFS Investments first reported a position in NULG in Q3 2022 and held it in 2 quarters. The position peaked at $1.72M in Q4 2022. 147 funds tracked by Wall St. Rank hold NULG as of Q1 2023.

  • PFS Investments reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • PFS Investments sold 35,097 Nuveen ESG Large-Cap Growth ETF shares in Q1 2023, an estimated $1.72M.
  • PFS Investments first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2022 and held it in 2 quarters.
  • PFS Investments's Nuveen ESG Large-Cap Growth ETF position peaked at $1.72M in Q4 2022.
  • 147 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2023.

Based on PFS Investments's 13F filing for Q1 2023, filed 15 May 2023.