Diversify Advisory Services
NUSC icon

Diversify Advisory Services’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Diversify Advisory Services’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 		– Sell
-4,818
Closed -$247K – 1348
2026
Q2 		$247K Buy
+4,818
New +$237K ﹤0.01% 1122
2025
Q4 		– Sell
-4,683
Closed -$207K – 952
2025
Q3 		$207K Buy
+4,683
New +$199K 0.01% 838

Other funds holding NUSC

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
XFP
Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return

Diversify Advisory Services's NUSC Position: Q3 2026 in Review

Diversify Advisory Services sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q3 2026, closing a stake of 4,818 shares — an estimated $247K sold.

Diversify Advisory Services first reported a position in NUSC in Q3 2025 and held it in 2 quarters. The position peaked at $247K in Q2 2026. 53 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

  • Diversify Advisory Services reported no remaining Nuveen ESG Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 4,818 Nuveen ESG Small-Cap ETF shares in Q3 2026, an estimated $247K.
  • Diversify Advisory Services first reported a position in Nuveen ESG Small-Cap ETF in Q3 2025 and held it in 2 quarters.
  • Diversify Advisory Services's Nuveen ESG Small-Cap ETF position peaked at $247K in Q2 2026.
  • 53 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.