Strategic Wealth Advisors Group, LLC Nuveen Esg Small Cap ETF Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$31.5 - $40.11 $6.36 Million - $8.1 Million	-202,038 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$37.29 - $42.63 $23,902 - $27,325	641 Added 0.32%	202,038 $8.07 Million
Q4 2021 Feb 16, 2022	BUY	$39.82 - $47.48 $901,843 - $1.08 Million	22,648 Added 12.67%	201,397 $8.55 Million
Q3 2021 Nov 17, 2021	BUY	$42.25 - $45.47 $512,450 - $551,505	12,129 Added 7.28%	178,749 $7.77 Million
Q2 2021 Aug 10, 2021	BUY	$42.41 - $45.98 $2.02 Million - $2.19 Million	47,575 Added 39.96%	166,620 $7.52 Million
Q1 2021 May 07, 2021	BUY	$37.86 - $45.2 $463,482 - $553,338	12,242 Added 11.46%	119,045 $5.12 Million
Q4 2020 Feb 12, 2021	BUY	$30.05 - $38.66 $115,361 - $148,415	3,839 Added 3.73%	106,803 $4.1 Million
Q3 2020 Nov 30, 2020	BUY	$26.98 - $30.68 $73,277 - $83,326	2,716 Added 2.71%	102,964 $3.05 Million
Q2 2020 Aug 03, 2020	BUY	$19.89 - $29.49 $212,803 - $315,513	10,699 Added 11.95%	100,248 $2.74 Million
Q1 2020 May 05, 2020	SELL	$18.7 - $31.96 $151,189 - $258,396	-8,085 Reduced 8.28%	89,549 $1.82 Million
Q4 2019 Feb 10, 2020	BUY	$28.39 - $31.57 $816,411 - $907,858	28,757 Added 41.75%	97,634 $3.04 Million
Q3 2019 Nov 04, 2019	BUY	$29.18 - $29.99 $1.42 Million - $1.46 Million	48,807 Added 243.18%	68,877 $1.98 Million
Q2 2019 Aug 13, 2019	BUY	N/A	20,070 New	20,070 $595,000

Others Institutions Holding NUSC

# of Institutions

260

Shares Held

23.8M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

6.85M
Shares

$301 Million
0.02% of portfolio
Tiaa, Fsb St. Louis, MO

2.27M
Shares

$99.7 Million
0.3% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.59M
Shares

$69.9 Million
0.2% of portfolio
Morgan Stanley New York, NY

1.26M
Shares

$55.4 Million
0.0% of portfolio
Abacus Wealth Partners, LLC Santa Monica, CA

1.18M
Shares

$52 Million
7.6% of portfolio

About NUVEEN ESG SMALL-CAP ETF

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