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Synergy Asset Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-6
Closed -$496 – 581
2024
Q4 		$496 Buy
+6
New +$519 ﹤0.01% 782

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Synergy Asset Management's NULG Position: Q1 2025 in Review

Synergy Asset Management sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2025, closing a stake of 6 shares — an estimated $496 sold.

Synergy Asset Management first reported a position in NULG in Q4 2024 and held it in 1 quarter. The position peaked at $496 in Q4 2024. 237 funds tracked by Wall St. Rank hold NULG as of Q1 2025.

  • Synergy Asset Management reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 6 Nuveen ESG Large-Cap Growth ETF shares in Q1 2025, an estimated $496.
  • Synergy Asset Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Nuveen ESG Large-Cap Growth ETF position peaked at $496 in Q4 2024.
  • 237 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.