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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
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

DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return