JGP Wealth Management
NUSC icon

JGP Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

JGP Wealth Management’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 		$254K Buy
5,237
+1,277
+32% +$65.3K 0.02% 210
2026
Q2 		$206K Buy
+3,960
New +$195K 0.02% 226

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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
DeDora Capital
DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return
Cedar Cove Wealth Partners
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

JGP Wealth Management's NUSC Position: Q3 2026 in Review

JGP Wealth Management increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 32% in Q3 2026, buying an estimated $65.3K and bringing the position to 5,237 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #210.

JGP Wealth Management first reported a position in NUSC in Q2 2026 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

  • JGP Wealth Management held 5,237 shares of Nuveen ESG Small-Cap ETF worth $254K as of Q3 2026.
  • JGP Wealth Management bought 1,277 Nuveen ESG Small-Cap ETF shares in Q3 2026, an estimated $65.3K.
  • Nuveen ESG Small-Cap ETF made up 0.02% of JGP Wealth Management's portfolio in Q3 2026, its #210 holding.
  • JGP Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.