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Atria Wealth Solutions’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$380K Sell
7,745
-1,194
-13% -$53.6K 0.01% 1054
2025
Q1 		$384K Buy
8,939
+4,426
+98% +$207K ﹤0.01% 1334
2024
Q4 		$214K Sell
4,513
-401
-8% -$19.1K ﹤0.01% 1792
2024
Q3 		$220K Sell
4,914
-104
-2% -$4.41K ﹤0.01% 1724
2024
Q2 		$210K Sell
5,018
-2,221
-31% -$94.2K ﹤0.01% 1745
2024
Q1 		$322K Buy
+7,239
New +$310K ﹤0.01% 1515

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Atria Wealth Solutions's NUMG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 13% in Q2 2025, selling an estimated $53.6K and leaving 7,745 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #1054.

Atria Wealth Solutions first reported a position in NUMG in Q1 2024 and has held it in 6 quarters since. The position peaked at $384K in Q1 2025. 130 funds tracked by Wall St. Rank hold NUMG as of Q2 2025.

  • Atria Wealth Solutions held 7,745 shares of Nuveen ESG Mid-Cap Growth ETF worth $380K as of Q2 2025.
  • Atria Wealth Solutions sold 1,194 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2025, an estimated $53.6K.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1054 holding.
  • Atria Wealth Solutions first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2024 and has held it in 6 quarters since.
  • Atria Wealth Solutions's Nuveen ESG Mid-Cap Growth ETF position peaked at $384K in Q1 2025.
  • 130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.