Avantax Advisory Services’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
– Sell
-8,219
Closed -$297K – 1361
2022
Q1
$297K Buy
8,219
+959
+13% +$34.3K ﹤0.01% 1008
2021
Q4
$268K Buy
7,260
+595
+9% +$22.6K ﹤0.01% 1033
2021
Q3
$244K Buy
6,665
+599
+10% +$22K ﹤0.01% 1015
2021
Q2
$222K Buy
+6,066
New +$220K ﹤0.01% 1029

Other funds holding NUMV

Avantax Advisory Services's NUMV Position: Q2 2022 in Review

Avantax Advisory Services sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q2 2022, closing a stake of 8,219 shares — an estimated $297K sold.

Avantax Advisory Services first reported a position in NUMV in Q2 2021 and held it in 4 quarters. The position peaked at $297K in Q1 2022. 97 funds tracked by Wall St. Rank hold NUMV as of Q2 2022.

  • Avantax Advisory Services reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Avantax Advisory Services sold 8,219 Nuveen ESG Mid-Cap Value ETF shares in Q2 2022, an estimated $297K.
  • Avantax Advisory Services first reported a position in Nuveen ESG Mid-Cap Value ETF in Q2 2021 and held it in 4 quarters.
  • Avantax Advisory Services's Nuveen ESG Mid-Cap Value ETF position peaked at $297K in Q1 2022.
  • 97 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2022.

Based on Avantax Advisory Services's 13F filing for Q2 2022, filed 2 Aug 2022.