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SimpliFi Inc’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

SimpliFi Inc’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
2021
Q3 		– Sell
-3,129
Closed -$202K – 27
2021
Q2 		$202K Buy
+3,129
New +$191K 0.09% 25
2021
Q1 		– Sell
-3,605
Closed -$203K – 23
2020
Q4 		$203K Buy
+3,605
New +$194K 0.09% 23
2020
Q3 		– Sell
-4,456
Closed -$204K – 24
2020
Q2 		$204K Buy
+4,456
New +$186K 0.11% 23

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SimpliFi Inc's NULG Position: Q3 2021 in Review

SimpliFi Inc sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q3 2021, closing a stake of 3,129 shares — an estimated $202K sold.

SimpliFi Inc first reported a position in NULG in Q2 2020 and held it in 3 quarters. The position peaked at $204K in Q2 2020. 108 funds tracked by Wall St. Rank hold NULG as of Q3 2021.

  • SimpliFi Inc reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • SimpliFi Inc sold 3,129 Nuveen ESG Large-Cap Growth ETF shares in Q3 2021, an estimated $202K.
  • SimpliFi Inc first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2020 and held it in 3 quarters.
  • SimpliFi Inc's Nuveen ESG Large-Cap Growth ETF position peaked at $204K in Q2 2020.
  • 108 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2021.

Based on SimpliFi Inc's 13F filing for Q3 2021, filed 14 Oct 2021.