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Kestra Advisory Services’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-2,085
Closed -$93.1K – 3982
2025
Q4 		$93.1K Sell
2,085
-6,495
-76% -$290K ﹤0.01% 3483
2025
Q3 		$378K Buy
+8,580
New +$365K ﹤0.01% 2259
2023
Q4 		– Sell
-5,980
Closed -$208K – 2318
2023
Q3 		$208K Buy
+5,980
New +$221K ﹤0.01% 1910
2023
Q1 		– Sell
-48,660
Closed -$1.66M – 2243
2022
Q4 		$1.66M Buy
+48,660
New +$1.7M 0.01% 821
2022
Q3 		– Sell
-13,689
Closed -$449K – 2201
2022
Q2 		$449K Buy
+13,689
New +$492K ﹤0.01% 1389

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return