APP
Avantax Planning Partners’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,241
| Closed | -$201K | – | 458 |
|
|
2025
Q1 | $201K | Sell |
5,241
-10
| -0.2% | -$383 | 0.01% | 415 |
|
|
2024
Q4 | $220K | Sell |
5,251
-481
| -8% | -$20.1K | 0.01% | 398 |
|
|
2024
Q3 | $246K | Sell |
5,732
-21,181
| -79% | -$907K | 0.01% | 373 |
|
|
2024
Q2 | $1.06M | Sell |
26,913
-610
| -2% | -$24K | 0.03% | 202 |
|
|
2024
Q1 | $1.14M | Buy |
27,523
+10
| +0% | +$416 | 0.04% | 200 |
|
|
2023
Q4 | $1.08M | Buy |
27,513
+50
| +0.2% | +$1.96K | 0.04% | 167 |
|
|
2023
Q3 | $956K | Sell |
27,463
-3,699
| -12% | -$129K | 0.04% | 165 |
|
|
2023
Q2 | $1.15M | Buy |
31,162
+270
| +0.9% | +$9.99K | 0.05% | 151 |
|
|
2023
Q1 | $1.09M | Sell |
30,892
-14
| -0% | -$496 | 0.04% | 157 |
|
|
2022
Q4 | $1.06M | Buy |
30,906
+1,487
| +5% | +$50.8K | 0.04% | 157 |
|
|
2022
Q3 | $943K | Sell |
29,419
-1,773
| -6% | -$56.8K | 0.04% | 156 |
|
|
2022
Q2 | $1.02M | Buy |
31,192
+991
| +3% | +$32.5K | 0.04% | 151 |
|
|
2022
Q1 | $1.2M | Sell |
30,201
-13,884
| -31% | -$553K | 0.05% | 142 |
|
|
2021
Q4 | $1.85M | Buy |
44,085
+2,790
| +7% | +$117K | 0.08% | 109 |
|
|
2021
Q3 | $1.8M | Buy |
41,295
+1,472
| +4% | +$64K | 0.08% | 97 |
|
|
2021
Q2 | $1.8M | Buy |
39,823
+895
| +2% | +$40.4K | 0.08% | 94 |
|
|
2021
Q1 | $1.68M | Buy |
38,928
+15,302
| +65% | +$658K | 0.09% | 95 |
|
|
2020
Q4 | $906K | Sell |
23,626
-1,682
| -7% | -$64.5K | 0.05% | 134 |
|
|
2020
Q3 | $750K | Sell |
25,308
-1,140
| -4% | -$33.8K | 0.04% | 142 |
|
|
2020
Q2 | $726K | Buy |
26,448
+3,386
| +15% | +$92.9K | 0.04% | 142 |
|
|
2020
Q1 | $498K | Buy |
23,062
+16,559
| +255% | +$358K | 0.03% | 153 |
|
|
2019
Q4 | $203K | Buy |
+6,503
| New | +$203K | 0.01% | 293 |
|