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Pinnacle Private Wealth’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Pinnacle Private Wealth’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
Q2 		– Sell
-3,650
Closed -$222K – 301
2022
Q1 		$222K Sell
3,650
-1,200
-25% -$71.4K 0.07% 268
2021
Q4 		$333K Buy
+4,850
New +$340K 0.1% 194

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 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 $786B AUM 40.34% 1-Year Est. Return

Pinnacle Private Wealth's NULG Position: Q2 2022 in Review

Pinnacle Private Wealth sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2022, closing a stake of 3,650 shares — an estimated $222K sold.

Pinnacle Private Wealth first reported a position in NULG in Q4 2021 and held it in 2 quarters. The position peaked at $333K in Q4 2021. 131 funds tracked by Wall St. Rank hold NULG as of Q2 2022.

  • Pinnacle Private Wealth reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Private Wealth sold 3,650 Nuveen ESG Large-Cap Growth ETF shares in Q2 2022, an estimated $222K.
  • Pinnacle Private Wealth first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2021 and held it in 2 quarters.
  • Pinnacle Private Wealth's Nuveen ESG Large-Cap Growth ETF position peaked at $333K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.