Capital Advantage’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Capital Advantage’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 Q3	$351K	Sell	7,235 -95	-1%	-$4.86K	0.04%	118
2026 Q2	$382K	Buy	7,330 +81	+1%	+$3.98K	0.05%	109
2026 Q1	$327K	Buy	7,249 +355	+5%	+$16.6K	0.04%	116
2025 Q4	$308K	Buy	6,894 +1,440	+26%	+$64.2K	0.04%	122
2025 Q3	$241K	Buy	+5,454	New	+$232K	0.04%	131
2025 Q2	–	Sell	-7,096	Closed	-$297K	–	142
2025 Q1	$297K	Hold	7,096	–	–	0.05%	111
2024 Q4	$297K	Buy	+7,096	New	+$310K	0.05%	111

Other funds holding NUSC

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Advantage's NUSC Position: Q3 2026 in Review

Capital Advantage reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 1.3% in Q3 2026, selling an estimated $4.86K and leaving 7,235 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #118.

Capital Advantage first reported a position in NUSC in Q4 2024 and has held it in 7 quarters since. The position peaked at $382K in Q2 2026. 93 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

Capital Advantage held 7,235 shares of Nuveen ESG Small-Cap ETF worth $351K as of Q3 2026.
Capital Advantage sold 95 Nuveen ESG Small-Cap ETF shares in Q3 2026, an estimated $4.86K.
Nuveen ESG Small-Cap ETF made up 0.04% of Capital Advantage's portfolio in Q3 2026, its #118 holding.
Capital Advantage first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Capital Advantage's Nuveen ESG Small-Cap ETF position peaked at $382K in Q2 2026.
93 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.