Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$2.94M Buy
57,514
+467
+0.8% +$23K ﹤0.01% 1331
2026
Q1 		$2.6M Sell
57,047
-34,929
-38% -$1.63M 0.01% 1249
2025
Q4 		$4.27M Sell
91,976
-5,091
-5% -$227K 0.01% 1097
2025
Q3 		$4.29M Sell
97,067
-4,229
-4% -$180K 0.01% 1022
2025
Q2 		$4.26M Buy
101,296
+173
+0.2% +$6.67K 0.01% 967
2025
Q1 		$3.88M Sell
101,123
-3,132
-3% -$130K 0.01% 921
2024
Q4 		$4.37M Buy
104,255
+6,058
+6% +$264K 0.01% 846
2024
Q3 		$4.21M Buy
98,197
+1,682
+2% +$69.4K 0.01% 782
2024
Q2 		$3.8M Sell
96,515
-4,817
-5% -$191K 0.01% 767
2024
Q1 		$4.21M Sell
101,332
-3,178
-3% -$125K 0.01% 712
2023
Q4 		$4.09M Sell
104,510
-295
-0.3% -$10.4K 0.01% 663
2023
Q3 		$3.65M Buy
+104,805
New +$3.87M 0.01% 666
2022
Q1 		– Sell
-9,583
Closed -$372K – 322
2021
Q4 		$372K Buy
9,583
+846
+10% +$37.7K 0.01% 262
2021
Q3 		$394K Buy
8,737
+490
+6% +$21.6K 0.01% 259
2021
Q2 		$359K Buy
8,247
+777
+10% +$34.6K 0.01% 247
2021
Q1 		$328K Buy
7,470
+1,972
+36% +$83.2K 0.01% 240
2020
Q4 		$224K Buy
+5,498
New +$190K 0.01% 212

Other funds holding NUSC

DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return