Orion Capital Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Orion Capital 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 Q2	$27.8K	Buy	533 +186	+54%	+$9.15K	0.01%	334
2026 Q1	$15.6K	Buy	347 +175	+102%	+$8.17K	0.01%	341
2025 Q4	$7.68K	Buy	172 +108	+169%	+$4.82K	﹤0.01%	402
2025 Q3	$2.82K	Hold	64	–	–	﹤0.01%	466
2025 Q2	$2.61K	Hold	64	–	–	﹤0.01%	436
2025 Q1	$2.45K	Hold	64	–	–	﹤0.01%	431
2024 Q4	$2.68K	Buy	+64	New	+$2.79K	﹤0.01%	431
2024 Q3	–	Sell	-64	Closed	-$2.52K	–	329
2024 Q2	$2.52K	Hold	64	–	–	﹤0.01%	394
2024 Q1	$2.66K	Buy	+64	New	+$2.51K	﹤0.01%	451

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Orion Capital Management's NUSC Position: Q2 2026 in Review

Orion Capital Management increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 54% in Q2 2026, buying an estimated $9.15K and bringing the position to 533 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #334.

Orion Capital Management first reported a position in NUSC in Q1 2024 and has held it in 9 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Orion Capital Management held 533 shares of Nuveen ESG Small-Cap ETF worth $27.8K as of Q2 2026.
Orion Capital Management bought 186 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $9.15K.
Nuveen ESG Small-Cap ETF made up 0.01% of Orion Capital Management's portfolio in Q2 2026, its #334 holding.
Orion Capital Management first reported a position in Nuveen ESG Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.