AG
NUMG icon

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

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return