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Advantage Investment Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Advantage Investment Management’s Portfolio NUSC Stock Details NUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$22K Hold
751
– – 0.02% 503
2019
Q2 		$22K Hold
751
– – 0.02% 514
2019
Q1 		$22K Hold
751
– – 0.02% 505
2018
Q4 		$19K Buy
+751
New +$21.2K 0.01% 524

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Advantage Investment Management's NUSC Position: Q3 2019 in Review

Advantage Investment Management held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q3 2019 at 751 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #503.

Advantage Investment Management first reported a position in NUSC in Q4 2018 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold NUSC as of Q3 2019.

  • Advantage Investment Management held 751 shares of Nuveen ESG Small-Cap ETF worth $22K as of Q3 2019.
  • Advantage Investment Management left its Nuveen ESG Small-Cap ETF share count unchanged in Q3 2019.
  • Nuveen ESG Small-Cap ETF made up 0.02% of Advantage Investment Management's portfolio in Q3 2019, its #503 holding.
  • Advantage Investment Management first reported a position in Nuveen ESG Small-Cap ETF in Q4 2018 and has held it in 4 quarters since.
  • 62 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.