Advisor Group’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Advisor Group’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
2019 Q4	$6K	Hold	183	–	–	﹤0.01%	4588
2019 Q3	$6K	Sell	183 -187	-51%	-$6.2K	﹤0.01%	4584
2019 Q2	$12K	Sell	370 -185	-33%	-$5.98K	﹤0.01%	4271
2019 Q1	$18K	Sell	555 -2,961	-84%	-$87.1K	﹤0.01%	4039
2018 Q4	$92K	Hold	3,516	–	–	﹤0.01%	2714
2018 Q3	$121K	Buy	3,516 +222	+7%	+$7.36K	﹤0.01%	2611
2018 Q2	$103K	Hold	3,294	–	–	﹤0.01%	2500
2018 Q1	$97K	Hold	3,294	–	–	﹤0.01%	2581
2017 Q4	$97K	Buy	3,294 +3,107	+1,661%	+$88.9K	﹤0.01%	2604
2017 Q3	$5K	Buy	+187	New	+$5.09K	﹤0.01%	4275

Other funds holding NUMG

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisor Group's NUMG Position: Q4 2019 in Review

Advisor Group held its Nuveen ESG Mid-Cap Growth ETF (NUMG) position steady in Q4 2019 at 183 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #4588.

Advisor Group first reported a position in NUMG in Q3 2017 and has held it in 10 quarters since. The position peaked at $121K in Q3 2018. 48 funds tracked by Wall St. Rank hold NUMG as of Q4 2019.

Advisor Group held 183 shares of Nuveen ESG Mid-Cap Growth ETF worth $6K as of Q4 2019.
Advisor Group left its Nuveen ESG Mid-Cap Growth ETF share count unchanged in Q4 2019.
Nuveen ESG Mid-Cap Growth ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4588 holding.
Advisor Group first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q3 2017 and has held it in 10 quarters since.
Advisor Group's Nuveen ESG Mid-Cap Growth ETF position peaked at $121K in Q3 2018.
48 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.