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Provence Wealth Management Group’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Provence Wealth Management Group’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
Q4 		– Sell
-124
Closed -$7.44K – 477
2023
Q3 		$7.44K Buy
+124
New +$7.75K ﹤0.01% 320

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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 $52.5B AUM 27.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Provence Wealth Management Group's NULG Position: Q4 2023 in Review

Provence Wealth Management Group sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q4 2023, closing a stake of 124 shares — an estimated $7.44K sold.

Provence Wealth Management Group first reported a position in NULG in Q3 2023 and held it in 1 quarter. The position peaked at $7.44K in Q3 2023. 187 funds tracked by Wall St. Rank hold NULG as of Q4 2023.

  • Provence Wealth Management Group reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Provence Wealth Management Group sold 124 Nuveen ESG Large-Cap Growth ETF shares in Q4 2023, an estimated $7.44K.
  • Provence Wealth Management Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2023 and held it in 1 quarter.
  • Provence Wealth Management Group's Nuveen ESG Large-Cap Growth ETF position peaked at $7.44K in Q3 2023.
  • 187 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.