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Coppell Advisory Solutions Corp’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-374
Closed -$12.8K – 773
2022
Q4 		$12.8K Buy
+374
New +$13.1K ﹤0.01% 575

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coppell Advisory Solutions Corp's NUSC Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2023, closing a stake of 374 shares — an estimated $12.8K sold.

Coppell Advisory Solutions Corp first reported a position in NUSC in Q4 2022 and held it in 1 quarter. The position peaked at $12.8K in Q4 2022. 203 funds tracked by Wall St. Rank hold NUSC as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 374 Nuveen ESG Small-Cap ETF shares in Q1 2023, an estimated $12.8K.
  • Coppell Advisory Solutions Corp first reported a position in Nuveen ESG Small-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Nuveen ESG Small-Cap ETF position peaked at $12.8K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.