Apollon Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Apollon Wealth 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
2026 Q1	$435K	Buy	9,647 +1,555	+19%	+$72.6K	0.01%	923
2025 Q4	$361K	Sell	8,092 -176	-2%	-$7.85K	0.01%	977
2025 Q3	$365K	Buy	8,268 +409	+5%	+$17.4K	0.01%	965
2025 Q2	$320K	Buy	7,859 +2,238	+40%	+$86.3K	0.01%	993
2025 Q1	$215K	Buy	5,621 +566	+11%	+$23.5K	﹤0.01%	1078
2024 Q4	$212K	Sell	5,055 -142	-3%	-$6.2K	﹤0.01%	1083
2024 Q3	$223K	Buy	5,197 +1	+0%	+$41	0.01%	1026
2024 Q2	$204K	Sell	5,196 -64	-1%	-$2.54K	0.01%	1015
2024 Q1	$219K	Buy	+5,260	New	+$206K	0.01%	1008

Other funds holding NUSC

Bank of America

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

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $26B AUM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return