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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Kestra Advisory Services's NUSC Position: Q1 2026 in Review

Kestra Advisory Services sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2026, closing a stake of 2,085 shares — an estimated $93.1K sold.

Kestra Advisory Services first reported a position in NUSC in Q2 2022 and held it in 5 quarters. The position peaked at $1.66M in Q4 2022. 266 funds tracked by Wall St. Rank hold NUSC as of Q1 2026.

Kestra Advisory Services reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 2,085 Nuveen ESG Small-Cap ETF shares in Q1 2026, an estimated $93.1K.
Kestra Advisory Services first reported a position in Nuveen ESG Small-Cap ETF in Q2 2022 and held it in 5 quarters.
Kestra Advisory Services's Nuveen ESG Small-Cap ETF position peaked at $1.66M in Q4 2022.
266 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.