Purchases and Sales Made in Q2 2025 in Nuveen Esg Small Cap ETF (NUSC)
This table provides information about the institutional ownership of Nuveen Esg Small Cap ETF (NUSC) during Q2 2025. The information is specifically focused on institutions that hold shares of NUVEEN ESG SMALL-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
22.5K+ 1.78% |
$753K - $920K
|
1.29M
$54.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.07K+ 21.18% |
$269K - $329K
|
46.1K
$1.96M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
5.83K+ 2.4% |
$194K - $238K
|
249K
$10.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
5.33KNew |
$178K - $218K
|
5.33K
$226K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
5.16KNew |
$172K - $210K
|
5.16K
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.65K+ 30.53% |
$155K - $190K
|
19.9K
$842K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.44K+ 54.25% |
$115K - $141K
|
9.79K
$415K
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.67K+ 8.99% |
$89K - $109K
|
32.3K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.47K+ 87.85% |
$82.5K - $101K
|
5.29K
$224K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.29K+ 7.37% |
$76.6K - $93.6K
|
33.4K
$1.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.24K+ 41.72% |
$74.8K - $91.4K
|
7.61K
$322K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.24K+ 39.81% |
$74.7K - $91.3K
|
7.86K
$333K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.96KNew |
$65.4K - $79.9K
|
1.96K
$83K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.69K+ 17.46% |
$56.5K - $69.1K
|
11.4K
$482K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.43K+ 7.44% |
$47.7K - $58.3K
|
20.6K
$875K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1.2K+ 15.54% |
$40.2K - $49.1K
|
8.95K
$379K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
895+ 5.18% |
$29.9K - $36.5K
|
18.2K
$769K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
717+ 8.2% |
$23.9K - $29.3K
|
9.46K
$401K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
656+ 3.57% |
$21.9K - $26.8K
|
19K
$806K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
641+ 1.62% |
$21.4K - $26.2K
|
40.3K
$1.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
587+ 7.38% |
$19.6K - $24K
|
8.55K
$362K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
549+ 3.02% |
$18.3K - $22.4K
|
18.7K
$792K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
462+ 6.09% |
$15.4K - $18.9K
|
8.04K
$341K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
372+ 6.5% |
$12.4K - $15.2K
|
6.1K
$258K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
300+ 2.34% |
$10K - $12.2K
|
13.1K
$556K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
200+ 0.88% |
$6.68K - $8.16K
|
23K
$973K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
173+ 0.17% |
$5.77K - $7.06K
|
101K
$4.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
99+ 0.62% |
$3.3K - $4.04K
|
16K
$676K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
69New |
$2.3K - $2.82K
|
69
$2.92K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
36+ 61.02% |
$1.2K - $1.47K
|
95
$4.03K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 45.07% |
$1.07K - $1.31K
|
103
$4.36K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
28+ 0.18% |
$935 - $1.14K
|
15.3K
$649K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-18- 0.48% |
$601 - $735
|
3.71K
$157K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-143- 0.45% |
$4.77K - $5.84K
|
31.3K
$1.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-206- 3.14% |
$6.88K - $8.41K
|
6.35K
$269K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-216- 0.16% |
$7.21K - $8.81K
|
138K
$5.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-274- 3.94% |
$9.15K - $11.2K
|
6.68K
$283K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-295- 2.76% |
$9.85K - $12K
|
10.4K
$440K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-367- 0.88% |
$12.3K - $15K
|
41.2K
$1.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-373- 1.97% |
$12.5K - $15.2K
|
18.5K
$786K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-581- 5.06% |
$19.4K - $23.7K
|
10.9K
$462K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-624- 6.06% |
$20.8K - $25.5K
|
9.68K
$410K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-810- 10.97% |
$27K - $33.1K
|
6.58K
$279K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.16K- 13.8% |
$38.8K - $47.4K
|
7.25K
$307K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-1.83K- 3.02% |
$61K - $74.6K
|
58.7K
$2.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-2.13K- 13.93% |
$71.1K - $86.9K
|
13.2K
$557K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.16K- 58.23% |
$72.2K - $88.3K
|
1.55K
$65.8K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-2.33K- 74.76% |
$77.6K - $94.9K
|
785
$33.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.64K- 32.14% |
$88.2K - $108K
|
5.58K
$236K
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-3.25K- 7.83% |
$108K - $133K
|
38.3K
$1.62M
|