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Ten Capital Wealth Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Ten Capital Wealth Advisors’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
2023
Q2 		– Sell
-114
Closed -$4.04K – 413
2023
Q1 		$4.04K Buy
+114
New +$4.15K ﹤0.01% 432

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ten Capital Wealth Advisors's NUSC Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2023, closing a stake of 114 shares — an estimated $4.04K sold.

Ten Capital Wealth Advisors first reported a position in NUSC in Q1 2023 and held it in 1 quarter. The position peaked at $4.04K in Q1 2023. 212 funds tracked by Wall St. Rank hold NUSC as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 114 Nuveen ESG Small-Cap ETF shares in Q2 2023, an estimated $4.04K.
  • Ten Capital Wealth Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's Nuveen ESG Small-Cap ETF position peaked at $4.04K in Q1 2023.
  • 212 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.