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NUDV icon

&Partners’s Nuveen ESG Dividend ETF NUDV Stock Holding History

&Partners’s Portfolio NUDV Stock Details NUDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$237K Hold
7,697
– – ﹤0.01% 2147
2025
Q4 		$229K Hold
7,697
– – ﹤0.01% 2070
2025
Q3 		$224K Buy
+7,697
New +$221K ﹤0.01% 1911

Other funds holding NUDV

CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

&Partners's NUDV Position: Q1 2026 in Review

&Partners held its Nuveen ESG Dividend ETF (NUDV) position steady in Q1 2026 at 7,697 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

&Partners first reported a position in NUDV in Q3 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold NUDV as of Q1 2026.

  • &Partners held 7,697 shares of Nuveen ESG Dividend ETF worth $237K as of Q1 2026.
  • &Partners left its Nuveen ESG Dividend ETF share count unchanged in Q1 2026.
  • Nuveen ESG Dividend ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2147 holding.
  • &Partners first reported a position in Nuveen ESG Dividend ETF in Q3 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Nuveen ESG Dividend ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.