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Sowell Financial Services’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-7,167
Closed -$430K – 1987
2021
Q1 		$430K Buy
7,167
+1,181
+20% +$68.3K 0.02% 709
2020
Q4 		$337K Sell
5,986
-2,484
-29% -$134K 0.01% 649
2020
Q3 		$431K Sell
8,470
-1,122
-12% -$55.6K 0.02% 502
2020
Q2 		$440K Sell
9,592
-2,400
-20% -$100K 0.02% 492
2020
Q1 		$423K Buy
11,992
+148
+1% +$6.06K 0.03% 435
2019
Q4 		$491K Buy
11,844
+5,231
+79% +$208K 0.04% 452
2019
Q3 		$252K Buy
+6,613
New +$251K 0.02% 577

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sowell Financial Services's NULG Position: Q2 2021 in Review

Sowell Financial Services sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2021, closing a stake of 7,167 shares — an estimated $430K sold.

Sowell Financial Services first reported a position in NULG in Q3 2019 and held it in 7 quarters. The position peaked at $491K in Q4 2019. 101 funds tracked by Wall St. Rank hold NULG as of Q2 2021.

  • Sowell Financial Services reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 7,167 Nuveen ESG Large-Cap Growth ETF shares in Q2 2021, an estimated $430K.
  • Sowell Financial Services first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Nuveen ESG Large-Cap Growth ETF position peaked at $491K in Q4 2019.
  • 101 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.