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Retirement Capital Strategies’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

Retirement Capital Strategies’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
2024
Q3 		– Sell
-12,679
Closed -$556K – 76
2024
Q2 		$556K Sell
12,679
-8,257
-39% -$351K 0.22% 46
2024
Q1 		$904K Buy
20,936
+8,126
+63% +$331K 0.37% 43
2023
Q4 		$499K Buy
12,810
+1,628
+15% +$59.8K 0.22% 53
2023
Q3 		$394K Buy
11,182
+1,720
+18% +$62.9K 0.18% 46
2023
Q2 		$343K Buy
+9,462
New +$326K 0.16% 53

Other funds holding NULC

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JWM
JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Retirement Capital Strategies's NULC Position: Q3 2024 in Review

Retirement Capital Strategies sold out of Nuveen ESG Large-Cap ETF (NULC) in Q3 2024, closing a stake of 12,679 shares — an estimated $556K sold.

Retirement Capital Strategies first reported a position in NULC in Q2 2023 and held it in 5 quarters. The position peaked at $904K in Q1 2024. 20 funds tracked by Wall St. Rank hold NULC as of Q3 2024.

  • Retirement Capital Strategies reported no remaining Nuveen ESG Large-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Retirement Capital Strategies sold 12,679 Nuveen ESG Large-Cap ETF shares in Q3 2024, an estimated $556K.
  • Retirement Capital Strategies first reported a position in Nuveen ESG Large-Cap ETF in Q2 2023 and held it in 5 quarters.
  • Retirement Capital Strategies's Nuveen ESG Large-Cap ETF position peaked at $904K in Q1 2024.
  • 20 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q3 2024.

Based on Retirement Capital Strategies's 13F filing for Q3 2024, filed 12 Nov 2024.