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Atria Wealth Solutions’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-33,271
Closed -$1.28M – 1759
2025
Q1 		$1.28M Buy
33,271
+568
+2% +$23.6K 0.02% 794
2024
Q4 		$1.37M Buy
32,703
+3,867
+13% +$169K 0.02% 798
2024
Q3 		$1.24M Buy
+28,836
New +$1.19M 0.01% 835

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's NUSC Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2025, closing a stake of 33,271 shares — an estimated $1.28M sold.

Atria Wealth Solutions first reported a position in NUSC in Q3 2024 and held it in 3 quarters. The position peaked at $1.37M in Q4 2024. 242 funds tracked by Wall St. Rank hold NUSC as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 33,271 Nuveen ESG Small-Cap ETF shares in Q2 2025, an estimated $1.28M.
  • Atria Wealth Solutions first reported a position in Nuveen ESG Small-Cap ETF in Q3 2024 and held it in 3 quarters.
  • Atria Wealth Solutions's Nuveen ESG Small-Cap ETF position peaked at $1.37M in Q4 2024.
  • 242 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.