Elevation Wealth Partners
NUSC icon

Elevation Wealth Partners’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Elevation Wealth Partners’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 		$49.9K Hold
1,028
– – 0.01% 391
2026
Q2 		$53.6K Hold
1,028
– – 0.02% 288
2026
Q1 		$46.3K Hold
1,028
– – 0.02% 251
2025
Q4 		$45.9K Buy
1,028
+7
+0.7% +$312 0.02% 252
2025
Q3 		$45K Hold
1,021
– – 0.02% 253
2025
Q2 		$41.6K Hold
1,021
– – 0.02% 252
2025
Q1 		$39.2K Hold
1,021
– – 0.02% 257
2024
Q4 		$42.8K Buy
1,021
+7
+0.7% +$306 0.02% 245
2024
Q3 		$43.4K Hold
1,014
– – 0.02% 234
2024
Q2 		$39.9K Hold
1,014
– – 0.02% 235
2024
Q1 		$42.2K Buy
1,014
+8
+0.8% +$314 0.02% 232
2023
Q4 		$35K Hold
1,006
– – 0.02% 233
2023
Q3 		$35K Hold
1,006
– – 0.03% 173
2023
Q2 		$37.2K Hold
1,006
– – 0.03% 177
2023
Q1 		$35.6K Buy
+1,006
New +$36.6K 0.03% 187

Other funds holding NUSC

Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
North Berkeley Wealth Management
North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Allodium Investment Consultants
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Elevation Wealth Partners's NUSC Position: Q3 2026 in Review

Elevation Wealth Partners held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q3 2026 at 1,028 shares worth $49.9K. The position accounts for 0.01% of the portfolio, ranked #391.

Elevation Wealth Partners first reported a position in NUSC in Q1 2023 and has held it in 15 quarters since. The position peaked at $53.6K in Q2 2026. 136 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

  • Elevation Wealth Partners held 1,028 shares of Nuveen ESG Small-Cap ETF worth $49.9K as of Q3 2026.
  • Elevation Wealth Partners left its Nuveen ESG Small-Cap ETF share count unchanged in Q3 2026.
  • Nuveen ESG Small-Cap ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #391 holding.
  • Elevation Wealth Partners first reported a position in Nuveen ESG Small-Cap ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Nuveen ESG Small-Cap ETF position peaked at $53.6K in Q2 2026.
  • 136 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.