Cetera Advisor Networks’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$1.06M	Sell	25,576 -977	-4%	-$38.3K	0.01%	1420
2023 Q4	$1.04M	Buy	26,553 +1,339	+5%	+$47.1K	0.01%	1352
2023 Q3	$878K	Buy	25,214 +11,260	+81%	+$415K	0.01%	1358
2023 Q2	$516K	Sell	13,954 -2,913	-17%	-$103K	﹤0.01%	1687
2023 Q1	$597K	Sell	16,867 -3,724	-18%	-$135K	﹤0.01%	1581
2022 Q4	$704K	Buy	20,591 +9,162	+80%	+$320K	0.01%	1398
2022 Q3	$366K	Sell	11,429 -658	-5%	-$23.2K	﹤0.01%	1483
2022 Q2	$397K	Sell	12,087 -1,207	-9%	-$43.4K	0.01%	1431
2022 Q1	$530K	Buy	13,294 +1,230	+10%	+$48.6K	0.01%	1260
2021 Q4	$507K	Buy	+12,064	New	+$538K	0.01%	1272
2021 Q2	–	Sell	-4,700	Closed	-$202K	–	1920
2021 Q1	$202K	Buy	+4,700	New	+$198K	﹤0.01%	1370
2020 Q3	–	Sell	-897	Closed	-$25K	–	2421
2020 Q2	$25K	Buy	+897	New	+$22.5K	﹤0.01%	2276

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Advisor Networks's NUSC Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 3.7% in Q1 2024, selling an estimated $38.3K and leaving 25,576 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1420.

Cetera Advisor Networks first reported a position in NUSC in Q2 2020 and has held it in 12 quarters since. 235 funds tracked by Wall St. Rank hold NUSC as of Q1 2024.

Cetera Advisor Networks held 25,576 shares of Nuveen ESG Small-Cap ETF worth $1.06M as of Q1 2024.
Cetera Advisor Networks sold 977 Nuveen ESG Small-Cap ETF shares in Q1 2024, an estimated $38.3K.
Nuveen ESG Small-Cap ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1420 holding.
Cetera Advisor Networks first reported a position in Nuveen ESG Small-Cap ETF in Q2 2020 and has held it in 12 quarters since.
235 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.