Avior Wealth Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Avior Wealth Management’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 Q1	–	Sell	-3,832	Closed	-$182K	–	1798
2024 Q4	$182K	Sell	3,832 -2,941	-43%	-$140K	0.01%	727
2024 Q3	$304K	Sell	6,773 -484	-7%	-$20.5K	0.01%	585
2024 Q2	$303K	Sell	7,257 -5,695	-44%	-$241K	0.01%	567
2024 Q1	$576K	Buy	12,952 +982	+8%	+$42.1K	0.03%	405
2023 Q4	$507K	Buy	11,970 +759	+7%	+$28.8K	0.03%	345
2023 Q3	$411K	Sell	11,211 -1,333	-11%	-$51.6K	0.03%	371
2023 Q2	$490K	Buy	12,544 +1,417	+13%	+$52.6K	0.03%	343
2023 Q1	$425K	Buy	11,127 +370	+3%	+$13.9K	0.03%	393
2022 Q4	$379K	Buy	10,757 +2,095	+24%	+$72.9K	0.03%	362
2022 Q3	$285K	Buy	+8,662	New	+$320K	0.02%	389

Other funds holding NUMG

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avior Wealth Management's NUMG Position: Q1 2025 in Review

Avior Wealth Management sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2025, closing a stake of 3,832 shares — an estimated $182K sold.

Avior Wealth Management first reported a position in NUMG in Q3 2022 and held it in 10 quarters. The position peaked at $576K in Q1 2024. 136 funds tracked by Wall St. Rank hold NUMG as of Q1 2025.

Avior Wealth Management reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 3,832 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2025, an estimated $182K.
Avior Wealth Management first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q3 2022 and held it in 10 quarters.
Avior Wealth Management's Nuveen ESG Mid-Cap Growth ETF position peaked at $576K in Q1 2024.
136 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.