Aptus Capital Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Aptus Capital Advisors’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
2026 Q2	$20.2K	Sell	465 -40	-8%	-$1.67K	﹤0.01%	1518
2026 Q1	$19.6K	Buy	505 +40	+9%	+$1.6K	﹤0.01%	1411
2025 Q4	$18.2K	Hold	465	–	–	﹤0.01%	1431
2025 Q3	$18K	Hold	465	–	–	﹤0.01%	1365
2025 Q2	$16.8K	Hold	465	–	–	﹤0.01%	1312
2025 Q1	$15.9K	Hold	465	–	–	﹤0.01%	1240
2024 Q4	$16.2K	Hold	465	–	–	﹤0.01%	1241
2024 Q3	$17.1K	Buy	+465	New	+$16.2K	﹤0.01%	1056

Other funds holding NUMV

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Aptus Capital Advisors's NUMV Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 7.9% in Q2 2026, selling an estimated $1.67K and leaving 465 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Aptus Capital Advisors first reported a position in NUMV in Q3 2024 and has held it in 8 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

Aptus Capital Advisors held 465 shares of Nuveen ESG Mid-Cap Value ETF worth $20.2K as of Q2 2026.
Aptus Capital Advisors sold 40 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $1.67K.
Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1518 holding.
Aptus Capital Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.