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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
Q2 		$26.9K Buy
1,162
+319
+38% +$7.4K ﹤0.01% 3277
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Steward Partners Investment Advisory's NUSA Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) stake by 38% in Q2 2026, buying an estimated $7.4K and bringing the position to 1,162 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3277.

Steward Partners Investment Advisory first reported a position in NUSA in Q2 2023 and has held it in 13 quarters since. The position peaked at $746K in Q4 2025. 23 funds tracked by Wall St. Rank hold NUSA as of Q2 2026.

  • Steward Partners Investment Advisory held 1,162 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $26.9K as of Q2 2026.
  • Steward Partners Investment Advisory bought 319 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q2 2026, an estimated $7.4K.
  • Nuveen ESG 1-5 Year US Aggregate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3277 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 13 quarters since.
  • Steward Partners Investment Advisory's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $746K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.