NFP
NUSC icon

NorthLanding Financial Partners’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

NorthLanding Financial 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
2023
Q2 		– Sell
-6,944
Closed -$246K – 51
2023
Q1 		$246K Sell
6,944
-38
-0.5% -$1.38K 0.17% 59
2022
Q4 		$239K Buy
6,982
+80
+1% +$2.79K 0.17% 60
2022
Q3 		$221K Buy
+6,902
New +$243K 0.17% 60

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NorthLanding Financial Partners's NUSC Position: Q2 2023 in Review

NorthLanding Financial Partners sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2023, closing a stake of 6,944 shares — an estimated $246K sold.

NorthLanding Financial Partners first reported a position in NUSC in Q3 2022 and held it in 3 quarters. The position peaked at $246K in Q1 2023. 212 funds tracked by Wall St. Rank hold NUSC as of Q2 2023.

  • NorthLanding Financial Partners reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • NorthLanding Financial Partners sold 6,944 Nuveen ESG Small-Cap ETF shares in Q2 2023, an estimated $246K.
  • NorthLanding Financial Partners first reported a position in Nuveen ESG Small-Cap ETF in Q3 2022 and held it in 3 quarters.
  • NorthLanding Financial Partners's Nuveen ESG Small-Cap ETF position peaked at $246K in Q1 2023.
  • 212 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2023.

Based on NorthLanding Financial Partners's 13F filing for Q2 2023, filed 8 Aug 2023.