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Avantax Advisory Services’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Avantax Advisory Services’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 		$411K Sell
10,088
-5,950
-37% -$229K ﹤0.01% 1705
2025
Q1 		$615K Sell
16,038
-641
-4% -$26.6K ﹤0.01% 1375
2024
Q4 		$699K Buy
16,679
+3,009
+22% +$131K ﹤0.01% 1238
2024
Q3 		$586K Buy
13,670
+1,690
+14% +$69.7K ﹤0.01% 1314
2024
Q2 		$471K Buy
11,980
+145
+1% +$5.75K ﹤0.01% 1404
2024
Q1 		$492K Buy
11,835
+208
+2% +$8.15K ﹤0.01% 1047
2023
Q4 		$455K Buy
11,627
+120
+1% +$4.22K ﹤0.01% 1040
2023
Q3 		$401K Buy
11,507
+236
+2% +$8.71K ﹤0.01% 1047
2023
Q2 		$417K Sell
11,271
-334
-3% -$11.8K ﹤0.01% 1019
2023
Q1 		$411K Sell
11,605
-43
-0.4% -$1.56K 0.01% 993
2022
Q4 		$398K Sell
11,648
-3,150
-21% -$110K 0.01% 969
2022
Q3 		$474K Buy
14,798
+1,508
+11% +$53.1K 0.01% 799
2022
Q2 		$436K Buy
13,290
+477
+4% +$17.2K 0.01% 843
2022
Q1 		$514K Sell
12,813
-1,712
-12% -$67.6K 0.01% 778
2021
Q4 		$610K Buy
14,525
+391
+3% +$17.4K 0.01% 694
2021
Q3 		$615K Buy
14,134
+1,492
+12% +$65.8K 0.01% 640
2021
Q2 		$571K Buy
12,642
+5,894
+87% +$262K 0.01% 655
2021
Q1 		$291K Sell
6,748
-91
-1% -$3.84K 0.01% 818
2020
Q4 		$264K Buy
+6,839
New +$237K 0.01% 782

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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 $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's NUSC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 37% in Q2 2025, selling an estimated $229K and leaving 10,088 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Avantax Advisory Services first reported a position in NUSC in Q4 2020 and has held it in 19 quarters since. The position peaked at $699K in Q4 2024. 241 funds tracked by Wall St. Rank hold NUSC as of Q2 2025.

  • Avantax Advisory Services held 10,088 shares of Nuveen ESG Small-Cap ETF worth $411K as of Q2 2025.
  • Avantax Advisory Services sold 5,950 Nuveen ESG Small-Cap ETF shares in Q2 2025, an estimated $229K.
  • Nuveen ESG Small-Cap ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1705 holding.
  • Avantax Advisory Services first reported a position in Nuveen ESG Small-Cap ETF in Q4 2020 and has held it in 19 quarters since.
  • Avantax Advisory Services's Nuveen ESG Small-Cap ETF position peaked at $699K in Q4 2024.
  • 241 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.