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Avantax Planning Partners’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Avantax Planning Partners’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
2024
Q3 		– Sell
-5,071
Closed -$212K – 473
2024
Q2 		$212K Sell
5,071
-292
-5% -$12.4K 0.01% 435
2024
Q1 		$239K Sell
5,363
-55
-1% -$2.36K 0.01% 412
2023
Q4 		$229K Sell
5,418
-350
-6% -$13.3K 0.01% 338
2023
Q3 		$211K Sell
5,768
-1,573
-21% -$60.9K 0.01% 339
2023
Q2 		$287K Sell
7,341
-4
-0.1% -$148 0.01% 300
2023
Q1 		$281K Buy
7,345
+770
+12% +$29K 0.01% 309
2022
Q4 		$231K Buy
+6,575
New +$229K 0.01% 329
2022
Q3 		– Sell
-6,383
Closed -$219K – 360
2022
Q2 		$219K Buy
6,383
+724
+13% +$27.3K 0.01% 313
2022
Q1 		$248K Sell
5,659
-114
-2% -$4.92K 0.01% 312
2021
Q4 		$284K Buy
5,773
+1,200
+26% +$66.3K 0.01% 285
2021
Q3 		$249K Buy
4,573
+408
+10% +$22.8K 0.01% 285
2021
Q2 		$228K Buy
+4,165
New +$217K 0.01% 292
2020
Q4 		– Sell
-5,431
Closed -$229K – 305
2020
Q3 		$229K Sell
5,431
-102
-2% -$4.26K 0.01% 265
2020
Q2 		$216K Buy
+5,533
New +$195K 0.01% 254
2020
Q1 		– Sell
-6,078
Closed -$214K – 299
2019
Q4 		$214K Buy
+6,078
New +$206K 0.01% 281

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avantax Planning Partners's NUMG Position: Q3 2024 in Review

Avantax Planning Partners sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q3 2024, closing a stake of 5,071 shares — an estimated $212K sold.

Avantax Planning Partners first reported a position in NUMG in Q4 2019 and held it in 15 quarters. The position peaked at $287K in Q2 2023. 123 funds tracked by Wall St. Rank hold NUMG as of Q3 2024.

  • Avantax Planning Partners reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 5,071 Nuveen ESG Mid-Cap Growth ETF shares in Q3 2024, an estimated $212K.
  • Avantax Planning Partners first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2019 and held it in 15 quarters.
  • Avantax Planning Partners's Nuveen ESG Mid-Cap Growth ETF position peaked at $287K in Q2 2023.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.