Orion Portfolio Solutions’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$545K	Sell	14,202 -1,568	-10%	-$65.1K	0.01%	1378
2024 Q4	$660K	Sell	15,770 -479	-3%	-$20.9K	0.01%	1243
2024 Q3	$696K	Sell	16,249 -2,268	-12%	-$93.5K	0.01%	1202
2024 Q2	$728K	Sell	18,517 -5,999	-24%	-$238K	0.01%	1134
2024 Q1	$1.02M	Sell	24,516 -2,908	-11%	-$114K	0.01%	974
2023 Q4	$1.06M	Buy	27,424 +1,653	+6%	+$58.1K	0.01%	919
2023 Q3	$897K	Buy	+25,771	New	+$951K	0.01%	971

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWP

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orion Portfolio Solutions's NUSC Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 9.9% in Q1 2025, selling an estimated $65.1K and leaving 14,202 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #1378.

Orion Portfolio Solutions first reported a position in NUSC in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.06M in Q4 2023. 253 funds tracked by Wall St. Rank hold NUSC as of Q1 2025.

Orion Portfolio Solutions held 14,202 shares of Nuveen ESG Small-Cap ETF worth $545K as of Q1 2025.
Orion Portfolio Solutions sold 1,568 Nuveen ESG Small-Cap ETF shares in Q1 2025, an estimated $65.1K.
Nuveen ESG Small-Cap ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1378 holding.
Orion Portfolio Solutions first reported a position in Nuveen ESG Small-Cap ETF in Q3 2023 and has held it in 7 quarters since.
Orion Portfolio Solutions's Nuveen ESG Small-Cap ETF position peaked at $1.06M in Q4 2023.
253 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.