CGC Financial Services
NUDV icon

CGC Financial Services’s Nuveen ESG Dividend ETF NUDV Stock Holding History

CGC Financial Services’s Portfolio NUDV Stock Details NUDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.2M Sell
194,018
-1,280
-0.7% -$42.9K 1.38% 12
2026
Q2 		$6.36M Sell
195,298
-3,150
-2% -$101K 1.43% 12
2026
Q1 		$6.1M Sell
198,448
-539
-0.3% -$16.9K 1.76% 10
2025
Q4 		$5.93M Buy
198,987
+3,873
+2% +$114K 1.59% 11
2025
Q3 		$5.68M Sell
195,114
-22,393
-10% -$642K 1.57% 11
2025
Q2 		$6.17M Buy
+217,507
New +$5.94M 2.08% 10
2024
Q1 		– Sell
-14,346
Closed -$369K – 379
2023
Q4 		$369K Buy
+14,346
New +$341K 0.17% 36

Other funds holding NUDV

Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Natural Investments
Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

CGC Financial Services's NUDV Position: Q3 2026 in Review

CGC Financial Services reduced its Nuveen ESG Dividend ETF (NUDV) stake by 0.66% in Q3 2026, selling an estimated $42.9K and leaving 194,018 shares worth $6.2M. The position accounts for 1.38% of the portfolio, ranked #12.

CGC Financial Services first reported a position in NUDV in Q4 2023 and has held it in 7 quarters since. The position peaked at $6.36M in Q2 2026. 19 funds tracked by Wall St. Rank hold NUDV as of Q3 2026.

  • CGC Financial Services held 194,018 shares of Nuveen ESG Dividend ETF worth $6.2M as of Q3 2026.
  • CGC Financial Services sold 1,280 Nuveen ESG Dividend ETF shares in Q3 2026, an estimated $42.9K.
  • Nuveen ESG Dividend ETF made up 1.38% of CGC Financial Services's portfolio in Q3 2026, its #12 holding.
  • CGC Financial Services first reported a position in Nuveen ESG Dividend ETF in Q4 2023 and has held it in 7 quarters since.
  • CGC Financial Services's Nuveen ESG Dividend ETF position peaked at $6.36M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Nuveen ESG Dividend ETF as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.