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NUMG icon

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

Advisornet 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 		$73K Buy
1,554
+866
+126% +$38.8K ﹤0.01% 988
2026
Q1 		$28.3K Buy
688
+269
+64% +$12K ﹤0.01% 1239
2025
Q4 		$20K Buy
419
+182
+77% +$8.72K ﹤0.01% 1324
2025
Q3 		$11.5K Hold
237
– – ﹤0.01% 1473
2025
Q2 		$11.5K Hold
237
– – ﹤0.01% 1437
2025
Q1 		$10.2K Hold
237
– – ﹤0.01% 1406
2024
Q4 		$11.2K Hold
237
– – ﹤0.01% 1302
2024
Q3 		$10.6K Hold
237
– – ﹤0.01% 1401
2024
Q2 		$9.91K Hold
237
– – ﹤0.01% 1311
2024
Q1 		$10.5K Hold
237
– – ﹤0.01% 1269
2023
Q4 		$10K Hold
237
– – ﹤0.01% 1307
2023
Q3 		$8.69K Hold
237
– – ﹤0.01% 1275
2023
Q2 		$9.25K Hold
237
– – ﹤0.01% 1348
2023
Q1 		$9.06K Hold
237
– – ﹤0.01% 1335
2022
Q4 		$8.34K Hold
237
– – ﹤0.01% 1344
2022
Q3 		$8K Hold
237
– – ﹤0.01% 1406
2022
Q2 		$8K Sell
237
-176
-43% -$6.64K ﹤0.01% 1406
2022
Q1 		$18K Buy
413
+57
+16% +$2.46K ﹤0.01% 1281
2021
Q4 		$18K Hold
356
– – ﹤0.01% 1315
2021
Q3 		$19K Buy
356
+155
+77% +$8.68K ﹤0.01% 1266
2021
Q2 		$11K Buy
201
+159
+379% +$8.27K ﹤0.01% 1388
2021
Q1 		$2K Hold
42
– – ﹤0.01% 1645
2020
Q4 		$2K Sell
42
-1,388
-97% -$65K ﹤0.01% 1552
2020
Q3 		$60K Buy
1,430
+201
+16% +$8.4K 0.01% 811
2020
Q2 		$48K Sell
1,229
-59
-5% -$2.08K ﹤0.01% 867
2020
Q1 		$38K Buy
1,288
+169
+15% +$5.74K ﹤0.01% 885
2019
Q4 		$39K Sell
1,119
-334
-23% -$11.3K ﹤0.01% 971
2019
Q3 		$48K Buy
+1,453
New +$48.2K ﹤0.01% 924

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

Advisornet Financial's NUMG Position: Q2 2026 in Review

Advisornet Financial increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 126% in Q2 2026, buying an estimated $38.8K and bringing the position to 1,554 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Advisornet Financial first reported a position in NUMG in Q3 2019 and has held it in 28 quarters since. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • Advisornet Financial held 1,554 shares of Nuveen ESG Mid-Cap Growth ETF worth $73K as of Q2 2026.
  • Advisornet Financial bought 866 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $38.8K.
  • Nuveen ESG Mid-Cap Growth ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #988 holding.
  • Advisornet Financial first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • 134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.