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Retirement Capital Strategies’s Nuveen ESG Dividend ETF NUDV Stock Holding History

Retirement Capital Strategies’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
2024
Q4 		– Sell
-10,481
Closed -$311K – 86
2024
Q3 		$311K Buy
+10,481
New +$296K 0.12% 59

Other funds holding NUDV

BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Retirement Capital Strategies's NUDV Position: Q4 2024 in Review

Retirement Capital Strategies sold out of Nuveen ESG Dividend ETF (NUDV) in Q4 2024, closing a stake of 10,481 shares — an estimated $311K sold.

Retirement Capital Strategies first reported a position in NUDV in Q3 2024 and held it in 1 quarter. The position peaked at $311K in Q3 2024. 13 funds tracked by Wall St. Rank hold NUDV as of Q4 2024.

  • Retirement Capital Strategies reported no remaining Nuveen ESG Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Retirement Capital Strategies sold 10,481 Nuveen ESG Dividend ETF shares in Q4 2024, an estimated $311K.
  • Retirement Capital Strategies first reported a position in Nuveen ESG Dividend ETF in Q3 2024 and held it in 1 quarter.
  • Retirement Capital Strategies's Nuveen ESG Dividend ETF position peaked at $311K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held Nuveen ESG Dividend ETF as of Q4 2024.

Based on Retirement Capital Strategies's 13F filing for Q4 2024, filed 7 Feb 2025.