Steward Partners Investment Advisory’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

Steward Partners Investment Advisory’s Portfolio NUSA Stock Details NUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.6K	Sell	843 -31,044	-97%	-$726K	﹤0.01%	3239
2025 Q4	$746K	Buy	31,887 +578	+2%	+$13.5K	﹤0.01%	1209
2025 Q3	$734K	Buy	31,309 +2,014	+7%	+$47K	﹤0.01%	1189
2025 Q2	$684K	Sell	29,295 -1,051	-3%	-$24.4K	0.01%	1154
2025 Q1	$707K	Buy	30,346 +725	+2%	+$16.7K	0.01%	1058
2024 Q4	$680K	Buy	29,621 +2,123	+8%	+$49K	0.01%	1024
2024 Q3	$645K	Buy	27,498 +529	+2%	+$12.3K	0.01%	1012
2024 Q2	$618K	Buy	26,969 +3,150	+13%	+$71.8K	0.01%	969
2024 Q1	$545K	Buy	23,819 +15,919	+202%	+$365K	0.01%	1027
2023 Q4	$182K	Buy	7,900 +7,000	+778%	+$159K	﹤0.01%	1412
2023 Q3	$20.4K	Sell	900 -133	-13%	-$3.02K	﹤0.01%	2298
2023 Q2	$23.6K	Buy	+1,033	New	+$23.7K	﹤0.01%	2207

Other funds holding NUSA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Steward Partners Investment Advisory's NUSA Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) stake by 97% in Q1 2026, selling an estimated $726K and leaving 843 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3239.

Steward Partners Investment Advisory first reported a position in NUSA in Q2 2023 and has held it in 12 quarters since. The position peaked at $746K in Q4 2025. 25 funds tracked by Wall St. Rank hold NUSA as of Q1 2026.

Steward Partners Investment Advisory held 843 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $19.6K as of Q1 2026.
Steward Partners Investment Advisory sold 31,044 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q1 2026, an estimated $726K.
Nuveen ESG 1-5 Year US Aggregate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3239 holding.
Steward Partners Investment Advisory first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q2 2023 and has held it in 12 quarters since.
Steward Partners Investment Advisory's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $746K in Q4 2025.
25 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.