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Abound Financial’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Abound Financial’s Portfolio NUMG Stock Details NUMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.6K Sell
1,034
-2,040
-66% -$91.5K 0.02% 128
2026
Q1 		$126K Sell
3,074
-241
-7% -$10.7K 0.06% 75
2025
Q4 		$158K Buy
+3,315
New +$159K 0.06% 68
2025
Q2 		– Sell
-3,671
Closed -$158K – 193
2025
Q1 		$158K Sell
3,671
-877
-19% -$40.9K 0.08% 76
2024
Q4 		$215K Buy
+4,548
New +$217K 0.11% 67

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Abound Financial's NUMG Position: Q2 2026 in Review

Abound Financial reduced its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 66% in Q2 2026, selling an estimated $91.5K and leaving 1,034 shares worth $48.6K. The position accounts for 0.02% of the portfolio, ranked #128.

Abound Financial first reported a position in NUMG in Q4 2024 and has held it in 5 quarters since. The position peaked at $215K in Q4 2024. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • Abound Financial held 1,034 shares of Nuveen ESG Mid-Cap Growth ETF worth $48.6K as of Q2 2026.
  • Abound Financial sold 2,040 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $91.5K.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.02% of Abound Financial's portfolio in Q2 2026, its #128 holding.
  • Abound Financial first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • Abound Financial's Nuveen ESG Mid-Cap Growth ETF position peaked at $215K in Q4 2024.
  • 134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.