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Stratos Wealth Partners’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Stratos Wealth Partners’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
2026
Q1 		$635K Hold
14,099
– – 0.01% 972
2025
Q4 		$630K Buy
14,099
+16
+0.1% +$713 0.01% 943
2025
Q3 		$621K Sell
14,083
-1,150
-8% -$48.9K 0.01% 928
2025
Q2 		$621K Buy
15,233
+764
+5% +$29.4K 0.01% 850
2025
Q1 		$555K Buy
14,469
+7
+0% +$290 0.01% 844
2024
Q4 		$606K Sell
14,462
-161
-1% -$7.03K 0.01% 856
2024
Q3 		$626K Sell
14,623
-89
-0.6% -$3.67K 0.01% 853
2024
Q2 		$579K Sell
14,712
-292
-2% -$11.6K 0.01% 853
2024
Q1 		$624K Sell
15,004
-1,809
-11% -$70.9K 0.01% 808
2023
Q4 		$657K Sell
16,813
-671
-4% -$23.6K 0.01% 771
2023
Q3 		$609K Sell
17,484
-5
-0% -$184 0.01% 749
2023
Q2 		$647K Buy
17,489
+5
+0% +$177 0.01% 676
2023
Q1 		$619K Buy
17,484
+377
+2% +$13.7K 0.02% 625
2022
Q4 		$585K Sell
17,107
-58
-0.3% -$2.02K 0.01% 676
2022
Q3 		$550K Buy
17,165
+2,464
+17% +$86.8K 0.02% 656
2022
Q2 		$482K Sell
14,701
-1,364
-8% -$49.1K 0.01% 743
2022
Q1 		$640K Buy
16,065
+100
+0.6% +$3.95K 0.01% 713
2021
Q4 		$671K Buy
15,965
+468
+3% +$20.9K 0.01% 706
2021
Q3 		$674K Sell
15,497
-15
-0.1% -$662 0.02% 653
2021
Q2 		$700K Buy
15,512
+1,582
+11% +$70.4K 0.02% 666
2021
Q1 		$599K Buy
13,930
+798
+6% +$33.7K 0.02% 659
2020
Q4 		$503K Buy
13,132
+886
+7% +$30.6K 0.01% 676
2020
Q3 		$363K Buy
12,246
+745
+6% +$21.7K 0.01% 722
2020
Q2 		$316K Buy
+11,501
New +$289K 0.01% 752
2020
Q1 		– Sell
-8,225
Closed -$256K – 999
2019
Q4 		$256K Buy
8,225
+337
+4% +$10.1K 0.01% 811
2019
Q3 		$231K Hold
7,888
– – 0.01% 829
2019
Q2 		$233K Buy
+7,888
New +$230K 0.01% 819
2018
Q4 		– Sell
-566
Closed -$18K – 1933
2018
Q3 		$18K Buy
+566
New +$17.9K ﹤0.01% 1936
2018
Q2 		– Sell
-69
Closed -$2K – 2036
2018
Q1 		$2K Buy
+69
New +$1.99K ﹤0.01% 2871

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return

Stratos Wealth Partners's NUSC Position: Q1 2026 in Review

Stratos Wealth Partners held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q1 2026 at 14,099 shares worth $635K. The position accounts for 0.01% of the portfolio, ranked #972.

Stratos Wealth Partners first reported a position in NUSC in Q1 2018 and has held it in 29 quarters since. The position peaked at $700K in Q2 2021. 265 funds tracked by Wall St. Rank hold NUSC as of Q1 2026.

  • Stratos Wealth Partners held 14,099 shares of Nuveen ESG Small-Cap ETF worth $635K as of Q1 2026.
  • Stratos Wealth Partners left its Nuveen ESG Small-Cap ETF share count unchanged in Q1 2026.
  • Nuveen ESG Small-Cap ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #972 holding.
  • Stratos Wealth Partners first reported a position in Nuveen ESG Small-Cap ETF in Q1 2018 and has held it in 29 quarters since.
  • Stratos Wealth Partners's Nuveen ESG Small-Cap ETF position peaked at $700K in Q2 2021.
  • 265 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.