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

Realta Investment 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 Q2	–	Sell	-1,892	Closed	-$144K	–	814
2024 Q1	$144K	Buy	+1,892	New	+$137K	0.03%	445
2023 Q3	–	Sell	-2,692	Closed	-$167K	–	801
2023 Q2	$167K	Buy	+2,692	New	+$154K	0.04%	423
2023 Q1	–	Sell	-2,942	Closed	-$144K	–	682
2022 Q4	$144K	Buy	2,942 +1	+0%	+$49	0.04%	435
2022 Q3	$136K	Buy	+2,941	New	+$151K	0.04%	410
2022 Q1	–	Sell	-3,141	Closed	-$215K	–	452
2021 Q4	$215K	Buy	3,141 +11	+0.4%	+$771	0.05%	385
2021 Q3	$205K	Hold	3,130	–	–	0.05%	384
2021 Q2	$202K	Buy	+3,130	New	+$191K	0.05%	376

Other funds holding NULG

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Realta Investment Advisors's NULG Position: Q2 2024 in Review

Realta Investment Advisors sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2024, closing a stake of 1,892 shares — an estimated $144K sold.

Realta Investment Advisors first reported a position in NULG in Q2 2021 and held it in 7 quarters. The position peaked at $215K in Q4 2021. 222 funds tracked by Wall St. Rank hold NULG as of Q2 2024.

Realta Investment Advisors reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
Realta Investment Advisors sold 1,892 Nuveen ESG Large-Cap Growth ETF shares in Q2 2024, an estimated $144K.
Realta Investment Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2021 and held it in 7 quarters.
Realta Investment Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $215K in Q4 2021.
222 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2024.

Based on Realta Investment Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.