AA
NUDV icon

Addison Advisors’s Nuveen ESG Dividend ETF NUDV Stock Holding History

Addison Advisors’s Portfolio NUDV Stock Details NUDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$80.4K Buy
2,615
+1,310
+100% +$41K 0.02% 351
2025
Q4 		$38.9K Sell
1,305
-25
-2% -$735 0.01% 454
2025
Q3 		$38.7K Hold
1,330
– – 0.01% 445
2025
Q2 		$37.7K Buy
1,330
+160
+14% +$4.37K 0.01% 439
2025
Q1 		$32.7K Hold
1,170
– – 0.01% 435
2024
Q4 		$32.3K Hold
1,170
– – 0.01% 435
2024
Q3 		$34.7K Buy
1,170
+380
+48% +$10.7K 0.01% 439
2024
Q2 		$21.1K Sell
790
-3,800
-83% -$101K 0.01% 480
2024
Q1 		$125K Sell
4,590
-12,675
-73% -$329K 0.04% 260
2023
Q4 		$444K Hold
17,265
– – 0.17% 95
2023
Q3 		$400K Hold
17,265
– – 0.19% 93
2023
Q2 		$417K Hold
17,265
– – 0.21% 93
2023
Q1 		$411K Hold
17,265
– – 0.23% 84
2022
Q4 		$414K Hold
17,265
– – 0.25% 81
2022
Q3 		$366K Hold
17,265
– – 0.23% 85
2022
Q2 		$395K Buy
+17,265
New +$426K 0.24% 81

Other funds holding NUDV

CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Addison Advisors's NUDV Position: Q1 2026 in Review

Addison Advisors increased its Nuveen ESG Dividend ETF (NUDV) stake by 100% in Q1 2026, buying an estimated $41K and bringing the position to 2,615 shares worth $80.4K. The position accounts for 0.02% of the portfolio, ranked #351.

Addison Advisors first reported a position in NUDV in Q2 2022 and has held it in 16 quarters since. The position peaked at $444K in Q4 2023. 24 funds tracked by Wall St. Rank hold NUDV as of Q1 2026.

  • Addison Advisors held 2,615 shares of Nuveen ESG Dividend ETF worth $80.4K as of Q1 2026.
  • Addison Advisors bought 1,310 Nuveen ESG Dividend ETF shares in Q1 2026, an estimated $41K.
  • Nuveen ESG Dividend ETF made up 0.02% of Addison Advisors's portfolio in Q1 2026, its #351 holding.
  • Addison Advisors first reported a position in Nuveen ESG Dividend ETF in Q2 2022 and has held it in 16 quarters since.
  • Addison Advisors's Nuveen ESG Dividend ETF position peaked at $444K in Q4 2023.
  • 24 funds tracked by Wall St. Rank held Nuveen ESG Dividend ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.