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Principle Wealth Partners’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Principle Wealth Partners’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
2022
Q2 		– Sell
-10,136
Closed -$404K – 318
2022
Q1 		$404K Buy
10,136
+477
+5% +$18.8K 0.04% 227
2021
Q4 		$406K Hold
9,659
– – 0.04% 231
2021
Q3 		$420K Hold
9,659
– – 0.05% 215
2021
Q2 		$436K Buy
9,659
+3,155
+49% +$140K 0.05% 215
2021
Q1 		$280K Buy
+6,504
New +$275K 0.03% 243

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Principle Wealth Partners's NUSC Position: Q2 2022 in Review

Principle Wealth Partners sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2022, closing a stake of 10,136 shares — an estimated $404K sold.

Principle Wealth Partners first reported a position in NUSC in Q1 2021 and held it in 5 quarters. The position peaked at $436K in Q2 2021. 187 funds tracked by Wall St. Rank hold NUSC as of Q2 2022.

  • Principle Wealth Partners reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Principle Wealth Partners sold 10,136 Nuveen ESG Small-Cap ETF shares in Q2 2022, an estimated $404K.
  • Principle Wealth Partners first reported a position in Nuveen ESG Small-Cap ETF in Q1 2021 and held it in 5 quarters.
  • Principle Wealth Partners's Nuveen ESG Small-Cap ETF position peaked at $436K in Q2 2021.
  • 187 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2022.

Based on Principle Wealth Partners's 13F filing for Q2 2022, filed 2 Aug 2022.