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American Portfolios Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$90.4K Buy
2,741
+1,707
+165% +$63K ﹤0.01% 1411
2022
Q2 		$35.5K Sell
1,034
-25
-2% -$943 ﹤0.01% 1950
2022
Q1 		$46.4K Sell
1,059
-5,243
-83% -$226K ﹤0.01% 1913
2021
Q4 		$310K Buy
6,302
+356
+6% +$19.7K 0.01% 948
2021
Q3 		$323K Sell
5,946
-1,058
-15% -$59.2K 0.01% 902
2021
Q2 		$383K Buy
7,004
+53
+0.8% +$2.76K 0.01% 838
2021
Q1 		$348K Sell
6,951
-3,251
-32% -$163K 0.02% 807
2020
Q4 		$505K Buy
10,202
+5,913
+138% +$277K 0.03% 555
2020
Q3 		$181K Buy
4,289
+2,186
+104% +$91.4K 0.01% 837
2020
Q2 		$81.9K Sell
2,103
-385
-15% -$13.6K 0.01% 1075
2020
Q1 		$72.8K Sell
2,488
-133
-5% -$4.52K 0.01% 1005
2019
Q4 		$92.4K Buy
2,621
+118
+5% +$4K 0.01% 1073
2019
Q3 		$81.9K Sell
2,503
-452
-15% -$15K 0.01% 1083
2019
Q2 		$99.3K Buy
2,955
+259
+10% +$8.37K 0.01% 984
2019
Q1 		$84.4K Sell
2,696
-331
-11% -$9.73K 0.01% 965
2018
Q4 		$79.4K Buy
3,027
+771
+34% +$23.1K 0.01% 824
2018
Q3 		$77.3K Buy
2,256
+861
+62% +$28.5K 0.01% 937
2018
Q2 		$43.6K Buy
1,395
+270
+24% +$8.28K 0.01% 1129
2018
Q1 		$33.3K Buy
1,125
+429
+62% +$12.9K 0.01% 1198
2017
Q4 		$20.4K Buy
+696
New +$19.9K ﹤0.01% 1318

Other funds holding NUMG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Portfolios Advisors's NUMG Position: Q3 2022 in Review

American Portfolios Advisors increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 165% in Q3 2022, buying an estimated $63K and bringing the position to 2,741 shares worth $90.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

American Portfolios Advisors first reported a position in NUMG in Q4 2017 and has held it in 20 quarters since. The position peaked at $505K in Q4 2020. 104 funds tracked by Wall St. Rank hold NUMG as of Q3 2022.

  • American Portfolios Advisors held 2,741 shares of Nuveen ESG Mid-Cap Growth ETF worth $90.4K as of Q3 2022.
  • American Portfolios Advisors bought 1,707 Nuveen ESG Mid-Cap Growth ETF shares in Q3 2022, an estimated $63K.
  • Nuveen ESG Mid-Cap Growth ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1411 holding.
  • American Portfolios Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $505K in Q4 2020.
  • 104 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.