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Regatta Capital Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Regatta Capital 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
2023
Q2 		– Sell
-6,410
Closed -$219K – 176
2023
Q1 		$219K Hold
6,410
– – 0.08% 159
2022
Q4 		$219K Buy
+6,410
New +$224K 0.08% 159

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Regatta Capital Group's NUSC Position: Q2 2023 in Review

Regatta Capital Group sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2023, closing a stake of 6,410 shares — an estimated $219K sold.

Regatta Capital Group first reported a position in NUSC in Q4 2022 and held it in 2 quarters. The position peaked at $219K in Q1 2023. 212 funds tracked by Wall St. Rank hold NUSC as of Q2 2023.

  • Regatta Capital Group reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Regatta Capital Group sold 6,410 Nuveen ESG Small-Cap ETF shares in Q2 2023, an estimated $219K.
  • Regatta Capital Group first reported a position in Nuveen ESG Small-Cap ETF in Q4 2022 and held it in 2 quarters.
  • Regatta Capital Group's Nuveen ESG Small-Cap ETF position peaked at $219K in Q1 2023.
  • 212 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2023.

Based on Regatta Capital Group's 13F filing for Q2 2023, filed 13 Jul 2023.