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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
Q3 		$1.86M Sell
38,361
-3,176
-8% -$162K 0.44% 25
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

BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
XFP
Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SRB
Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return

Pioneer Wealth Management Group's NUSC Position: Q3 2026 in Review

Pioneer Wealth Management Group reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 7.6% in Q3 2026, selling an estimated $162K and leaving 38,361 shares worth $1.86M. The position accounts for 0.44% of the portfolio, ranked #25.

Pioneer Wealth Management Group first reported a position in NUSC in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.16M in Q2 2026. 24 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

  • Pioneer Wealth Management Group held 38,361 shares of Nuveen ESG Small-Cap ETF worth $1.86M as of Q3 2026.
  • Pioneer Wealth Management Group sold 3,176 Nuveen ESG Small-Cap ETF shares in Q3 2026, an estimated $162K.
  • Nuveen ESG Small-Cap ETF made up 0.44% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #25 holding.
  • Pioneer Wealth Management Group first reported a position in Nuveen ESG Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Pioneer Wealth Management Group's Nuveen ESG Small-Cap ETF position peaked at $2.16M in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.