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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
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

BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
BA
Blueline Advisors Exeter, New Hampshire $144M AUM
QWM
Quaker Wealth Management Moorestown, New Jersey $344M AUM 15.21% 1-Year Est. Return

CGC Financial Services's NUDV Position: Q2 2026 in Review

CGC Financial Services reduced its Nuveen ESG Dividend ETF (NUDV) stake by 1.6% in Q2 2026, selling an estimated $101K and leaving 195,298 shares worth $6.36M. The position accounts for 1.43% of the portfolio, ranked #12.

CGC Financial Services first reported a position in NUDV in Q4 2023 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold NUDV as of Q2 2026.

  • CGC Financial Services held 195,298 shares of Nuveen ESG Dividend ETF worth $6.36M as of Q2 2026.
  • CGC Financial Services sold 3,150 Nuveen ESG Dividend ETF shares in Q2 2026, an estimated $101K.
  • Nuveen ESG Dividend ETF made up 1.43% of CGC Financial Services's portfolio in Q2 2026, its #12 holding.
  • CGC Financial Services first reported a position in Nuveen ESG Dividend ETF in Q4 2023 and has held it in 6 quarters since.
  • 14 funds tracked by Wall St. Rank held Nuveen ESG Dividend ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.