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Pineridge Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Pineridge Advisors’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
Q3 		– Sell
-296
Closed -$24K – 650
2024
Q2 		$24K Buy
+296
New +$22.6K 0.01% 195

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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Pineridge Advisors's NULG Position: Q3 2024 in Review

Pineridge Advisors sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q3 2024, closing a stake of 296 shares — an estimated $24K sold.

Pineridge Advisors first reported a position in NULG in Q2 2024 and held it in 1 quarter. The position peaked at $24K in Q2 2024. 221 funds tracked by Wall St. Rank hold NULG as of Q3 2024.

  • Pineridge Advisors reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Pineridge Advisors sold 296 Nuveen ESG Large-Cap Growth ETF shares in Q3 2024, an estimated $24K.
  • Pineridge Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2024 and held it in 1 quarter.
  • Pineridge Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $24K in Q2 2024.
  • 221 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2024.

Based on Pineridge Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.