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Strategic Financial Concepts’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

Strategic Financial Concepts’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
2026
Q1 		– Sell
-4,352
Closed -$208K – 304
2025
Q4 		$208K Buy
+4,352
New +$225K 0.19% 117

Other funds holding NULC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $238M AUM 16.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Strategic Financial Concepts's NULC Position: Q1 2026 in Review

Strategic Financial Concepts sold out of Nuveen ESG Large-Cap ETF (NULC) in Q1 2026, closing a stake of 4,352 shares — an estimated $208K sold.

Strategic Financial Concepts first reported a position in NULC in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 15 funds tracked by Wall St. Rank hold NULC as of Q1 2026.

  • Strategic Financial Concepts reported no remaining Nuveen ESG Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 4,352 Nuveen ESG Large-Cap ETF shares in Q1 2026, an estimated $208K.
  • Strategic Financial Concepts first reported a position in Nuveen ESG Large-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Strategic Financial Concepts's Nuveen ESG Large-Cap ETF position peaked at $208K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.