Relative Value Partners Group’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Relative Value Partners 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
2024 Q2	$327K	Buy	+4,026	New	+$308K	0.04%	255

Other funds holding NULG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RWM

Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

Relative Value Partners Group's NULG Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2024: 4,026 shares worth $327K. The stake represents 0.04% of the portfolio and ranks #255 among its holdings.

223 funds tracked by Wall St. Rank hold NULG as of Q2 2024.

Relative Value Partners Group held 4,026 shares of Nuveen ESG Large-Cap Growth ETF worth $327K as of Q2 2024.
Nuveen ESG Large-Cap Growth ETF was a new Relative Value Partners Group position in Q2 2024.
Nuveen ESG Large-Cap Growth ETF made up 0.04% of Relative Value Partners Group's portfolio in Q2 2024, its #255 holding.
223 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.