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Oppenheimer & Co’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Oppenheimer & Co’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
-10,623
Closed -$376K – 1457
2023
Q1 		$376K Buy
+10,623
New +$386K 0.01% 1052

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

Oppenheimer & Co's NUSC Position: Q2 2023 in Review

Oppenheimer & Co sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2023, closing a stake of 10,623 shares — an estimated $376K sold.

Oppenheimer & Co first reported a position in NUSC in Q1 2023 and held it in 1 quarter. The position peaked at $376K in Q1 2023. 212 funds tracked by Wall St. Rank hold NUSC as of Q2 2023.

  • Oppenheimer & Co reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Oppenheimer & Co sold 10,623 Nuveen ESG Small-Cap ETF shares in Q2 2023, an estimated $376K.
  • Oppenheimer & Co first reported a position in Nuveen ESG Small-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Oppenheimer & Co's Nuveen ESG Small-Cap ETF position peaked at $376K in Q1 2023.
  • 212 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2023.

Based on Oppenheimer & Co's 13F filing for Q2 2023, filed 3 Aug 2023.