VisionPoint Advisory Group’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

VisionPoint Advisory Group’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	-852	Closed	-$73.2K	–	274
2024 Q4	$73.2K	Buy	+852	New	+$73.7K	0.03%	255
2024 Q3	–	Sell	-549	Closed	-$44.6K	–	596
2024 Q2	$44.6K	Sell	549 -23	-4%	-$1.76K	0.02%	283
2024 Q1	$43.6K	Sell	572 -13	-2%	-$943	0.02%	283
2023 Q4	$40.6K	Buy	+585	New	+$37.2K	0.02%	272
2023 Q3	–	Sell	-662	Closed	-$41.2K	–	785
2023 Q2	$41.2K	Buy	+662	New	+$37.8K	0.02%	226

Other funds holding NULG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VisionPoint Advisory Group's NULG Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2025, closing a stake of 852 shares — an estimated $73.2K sold.

VisionPoint Advisory Group first reported a position in NULG in Q2 2023 and held it in 5 quarters. The position peaked at $73.2K in Q4 2024. 237 funds tracked by Wall St. Rank hold NULG as of Q1 2025.

VisionPoint Advisory Group reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 852 Nuveen ESG Large-Cap Growth ETF shares in Q1 2025, an estimated $73.2K.
VisionPoint Advisory Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2023 and held it in 5 quarters.
VisionPoint Advisory Group's Nuveen ESG Large-Cap Growth ETF position peaked at $73.2K in Q4 2024.
237 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.