AG
NUMV icon

Advisor Group’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Advisor Group’s Portfolio NUMV Stock Details NUMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-192
Closed -$5K – 5376
2019
Q2 		$5K Hold
192
– – ﹤0.01% 4690
2019
Q1 		$5K Sell
192
-3,234
-94% -$85.8K ﹤0.01% 4697
2018
Q4 		$82K Hold
3,426
– – ﹤0.01% 2809
2018
Q3 		$98K Hold
3,426
– – ﹤0.01% 2771
2018
Q2 		$97K Hold
3,426
– – ﹤0.01% 2548
2018
Q1 		$95K Hold
3,426
– – ﹤0.01% 2599
2017
Q4 		$97K Buy
3,426
+3,234
+1,684% +$88.6K ﹤0.01% 2605
2017
Q3 		$5K Buy
+192
New +$5.03K ﹤0.01% 4276

Other funds holding NUMV

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return