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Dynamic Advisor Solutions’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Dynamic Advisor Solutions’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 		$503K Buy
10,376
+584
+6% +$29.8K 0.01% 663
2026
Q2 		$510K Sell
9,792
-447
-4% -$22K 0.01% 681
2026
Q1 		$461K Sell
10,239
-5,317
-34% -$248K 0.01% 667
2025
Q4 		$695K Sell
15,556
-36,700
-70% -$1.64M 0.02% 544
2025
Q3 		$2.3M Sell
52,256
-2,671
-5% -$114K 0.07% 294
2025
Q2 		$2.24M Sell
54,927
-11,463
-17% -$442K 0.07% 283
2025
Q1 		$2.55M Sell
66,390
-34,624
-34% -$1.44M 0.08% 237
2024
Q4 		$4.23M Sell
101,014
-515
-0.5% -$22.5K 0.18% 133
2024
Q3 		$4.35M Sell
101,529
-2,692
-3% -$111K 0.13% 186
2024
Q2 		$4.1M Sell
104,221
-13,152
-11% -$522K 0.13% 191
2024
Q1 		$4.88M Buy
117,373
+4,688
+4% +$184K 0.16% 168
2023
Q4 		$4.27M Sell
112,685
-287
-0.3% -$10.1K 0.16% 174
2023
Q3 		$3.93M Buy
112,972
+7,643
+7% +$282K 0.19% 159
2023
Q2 		$3.9M Buy
105,329
+10,679
+11% +$377K 0.2% 140
2023
Q1 		$3.35M Buy
94,650
+2,351
+3% +$85.5K 0.2% 137
2022
Q4 		$3.15M Buy
92,299
+1,441
+2% +$50.3K 0.22% 119
2022
Q3 		$2.91M Buy
90,858
+26,216
+41% +$923K 0.22% 109
2022
Q2 		$2.12M Buy
64,642
+6,268
+11% +$225K 0.16% 146
2022
Q1 		$2.33M Buy
58,374
+21,390
+58% +$845K 0.16% 147
2021
Q4 		$1.55M Buy
36,984
+17,392
+89% +$775K 0.11% 198
2021
Q3 		$852K Buy
19,592
+8,559
+78% +$378K 0.06% 326
2021
Q2 		$498K Buy
+11,033
New +$491K 0.04% 434

Other funds holding NUSC

BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
XFP
Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Dynamic Advisor Solutions's NUSC Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 6% in Q3 2026, buying an estimated $29.8K and bringing the position to 10,376 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #663.

Dynamic Advisor Solutions first reported a position in NUSC in Q2 2021 and has held it in 22 quarters since. The position peaked at $4.88M in Q1 2024. 26 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

  • Dynamic Advisor Solutions held 10,376 shares of Nuveen ESG Small-Cap ETF worth $503K as of Q3 2026.
  • Dynamic Advisor Solutions bought 584 Nuveen ESG Small-Cap ETF shares in Q3 2026, an estimated $29.8K.
  • Nuveen ESG Small-Cap ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #663 holding.
  • Dynamic Advisor Solutions first reported a position in Nuveen ESG Small-Cap ETF in Q2 2021 and has held it in 22 quarters since.
  • Dynamic Advisor Solutions's Nuveen ESG Small-Cap ETF position peaked at $4.88M in Q1 2024.
  • 26 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.