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Financial Perspectives’s Nuveen ESG Dividend ETF NUDV Stock Holding History

Financial Perspectives’s Portfolio NUDV Stock Details NUDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21K Buy
644
+3
+0.5% +$96 0.01% 451
2026
Q1 		$19.7K Buy
+641
New +$20.1K 0.01% 435

Other funds holding NUDV

CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Financial Perspectives's NUDV Position: Q2 2026 in Review

Financial Perspectives increased its Nuveen ESG Dividend ETF (NUDV) stake by 0.47% in Q2 2026, buying an estimated $96 and bringing the position to 644 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #451.

Financial Perspectives first reported a position in NUDV in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold NUDV as of Q2 2026.

  • Financial Perspectives held 644 shares of Nuveen ESG Dividend ETF worth $21K as of Q2 2026.
  • Financial Perspectives bought 3 Nuveen ESG Dividend ETF shares in Q2 2026, an estimated $96.
  • Nuveen ESG Dividend ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #451 holding.
  • Financial Perspectives first reported a position in Nuveen ESG Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Nuveen ESG Dividend ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.