Prentice Wealth Management’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

Prentice Wealth Management’s Portfolio NULC Stock Details NULC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-900	Closed	-$36K	–	237
2021 Q3	$36K	Hold	900	–	–	0.02%	189
2021 Q2	$36K	Buy	+900	New	+$35.1K	0.02%	192

Other funds holding NULC

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Prentice Wealth Management's NULC Position: Q4 2021 in Review

Prentice Wealth Management sold out of Nuveen ESG Large-Cap ETF (NULC) in Q4 2021, closing a stake of 900 shares — an estimated $36K sold.

Prentice Wealth Management first reported a position in NULC in Q2 2021 and held it in 2 quarters. The position peaked at $36K in Q3 2021. 15 funds tracked by Wall St. Rank hold NULC as of Q4 2021.

Prentice Wealth Management reported no remaining Nuveen ESG Large-Cap ETF position as of Q4 2021 after selling out during the quarter.
Prentice Wealth Management sold 900 Nuveen ESG Large-Cap ETF shares in Q4 2021, an estimated $36K.
Prentice Wealth Management first reported a position in Nuveen ESG Large-Cap ETF in Q2 2021 and held it in 2 quarters.
Prentice Wealth Management's Nuveen ESG Large-Cap ETF position peaked at $36K in Q3 2021.
15 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q4 2021.

Based on Prentice Wealth Management's 13F filing for Q4 2021, filed 31 Oct 2022.