SWM
NUSC icon

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

SeaCrest Wealth Management’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
Q3 		– Sell
-612
Closed -$20K – 1195
2022
Q2 		$20K Buy
+612
New +$22K ﹤0.01% 1480

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SeaCrest Wealth Management's NUSC Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q3 2022, closing a stake of 612 shares — an estimated $20K sold.

SeaCrest Wealth Management first reported a position in NUSC in Q2 2022 and held it in 1 quarter. The position peaked at $20K in Q2 2022. 181 funds tracked by Wall St. Rank hold NUSC as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Nuveen ESG Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 612 Nuveen ESG Small-Cap ETF shares in Q3 2022, an estimated $20K.
  • SeaCrest Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $20K in Q2 2022.
  • 181 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.