Pioneer Wealth Management Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Pioneer Wealth Management Group’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	$2.16M	Buy	41,537 +9,092	+28%	+$447K	0.52%	22
2026 Q1	$1.46M	Sell	32,445 -1,234	-4%	-$57.6K	0.41%	25
2025 Q4	$1.5M	Buy	33,679 +1,437	+4%	+$64.1K	0.46%	24
2025 Q3	$1.42M	Sell	32,242 -80	-0.2%	-$3.4K	0.46%	25
2025 Q2	$1.32M	Buy	32,322 +2,666	+9%	+$103K	0.49%	23
2025 Q1	$1.14M	Buy	+29,656	New	+$1.23M	0.49%	24
2024 Q3	$1.05M	Sell	24,491 -1,460	-6%	-$60.2K	0.5%	24
2024 Q2	$1.02M	Buy	25,951 +1,436	+6%	+$56.9K	0.54%	25
2024 Q1	$1.02M	Sell	24,515 -1,123	-4%	-$44K	0.58%	24
2023 Q4	$1M	Buy	25,638 +8,844	+53%	+$311K	0.62%	21
2023 Q3	$585K	Buy	16,794 +1,707	+11%	+$63K	0.45%	26
2023 Q2	$558K	Buy	15,087 +836	+6%	+$29.5K	0.44%	28
2023 Q1	$505K	Buy	14,251 +808	+6%	+$29.4K	0.45%	27
2022 Q4	$459K	Buy	+13,443	New	+$469K	0.43%	30

Other funds holding NUSC

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return