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Capasso Planning Partners’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Capasso Planning Partners’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
Q2 		$460K Buy
8,834
+16
+0.2% +$787 0.23% 52
2026
Q1 		$397K Sell
8,818
-664
-7% -$31K 0.21% 53
2025
Q4 		$423K Sell
9,482
-477
-5% -$21.3K 0.23% 48
2025
Q3 		$439K Sell
9,959
-1,249
-11% -$53.1K 0.27% 47
2025
Q2 		$457K Buy
11,208
+577
+5% +$22.2K 0.26% 49
2025
Q1 		$408K Sell
10,631
-651
-6% -$27K 0.17% 75
2024
Q4 		$473K Buy
11,282
+199
+2% +$8.69K 0.19% 76
2024
Q3 		$475K Sell
11,083
-444
-4% -$18.3K 0.14% 99
2024
Q2 		$453K Sell
11,527
-67
-0.6% -$2.66K 0.15% 93
2024
Q1 		$482K Sell
11,594
-3,428
-23% -$134K 0.2% 65
2023
Q4 		$587K Buy
15,022
+2,068
+16% +$72.7K 0.27% 52
2023
Q3 		$451K Sell
12,954
-680
-5% -$25.1K 0.24% 55
2023
Q2 		$504K Buy
13,634
+2,148
+19% +$75.9K 0.27% 54
2023
Q1 		$407K Sell
11,486
-236
-2% -$8.59K 0.24% 63
2022
Q4 		$401K Buy
11,722
+118
+1% +$4.12K 0.26% 63
2022
Q3 		$372K Buy
11,604
+349
+3% +$12.3K 0.26% 60
2022
Q2 		$369K Buy
11,255
+647
+6% +$23.3K 0.26% 60
2022
Q1 		$423K Buy
10,608
+1,179
+13% +$46.6K 0.3% 58
2021
Q4 		$396K Buy
+9,429
New +$420K 0.29% 54

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capasso Planning Partners's NUSC Position: Q2 2026 in Review

Capasso Planning Partners increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.18% in Q2 2026, buying an estimated $787 and bringing the position to 8,834 shares worth $460K. The position accounts for 0.23% of the portfolio, ranked #52.

Capasso Planning Partners first reported a position in NUSC in Q4 2021 and has held it in 19 quarters since. The position peaked at $587K in Q4 2023. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Capasso Planning Partners held 8,834 shares of Nuveen ESG Small-Cap ETF worth $460K as of Q2 2026.
  • Capasso Planning Partners bought 16 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $787.
  • Nuveen ESG Small-Cap ETF made up 0.23% of Capasso Planning Partners's portfolio in Q2 2026, its #52 holding.
  • Capasso Planning Partners first reported a position in Nuveen ESG Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Capasso Planning Partners's Nuveen ESG Small-Cap ETF position peaked at $587K in Q4 2023.
  • 268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.