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Beacon Pointe Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Beacon Pointe Advisors’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
2026
Q2 		$2.17M Sell
46,117
-324
-0.7% -$14.5K 0.01% 733
2026
Q1 		$1.91M Buy
46,441
+4,193
+10% +$187K 0.01% 748
2025
Q4 		$2.02M Buy
42,248
+1,149
+3% +$55K 0.01% 605
2025
Q3 		$2M Buy
41,099
+3,395
+9% +$165K 0.02% 546
2025
Q2 		$1.83M Buy
37,704
+2,034
+6% +$91.3K 0.02% 503
2025
Q1 		$1.53M Sell
35,670
-5,455
-13% -$255K 0.02% 524
2024
Q4 		$1.95M Sell
41,125
-4,123
-9% -$197K 0.02% 464
2024
Q3 		$2.03M Sell
45,248
-2,725
-6% -$115K 0.02% 472
2024
Q2 		$2.01M Buy
47,973
+749
+2% +$31.8K 0.02% 478
2024
Q1 		$2.1M Buy
47,224
+3,938
+9% +$169K 0.02% 487
2023
Q4 		$1.83M Buy
43,286
+26,106
+152% +$992K 0.02% 504
2023
Q3 		$630K Buy
+17,180
New +$666K 0.01% 785

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beacon Pointe Advisors's NUMG Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 0.7% in Q2 2026, selling an estimated $14.5K and leaving 46,117 shares worth $2.17M. The position accounts for 0.01% of the portfolio, ranked #733.

Beacon Pointe Advisors first reported a position in NUMG in Q3 2023 and has held it in 12 quarters since. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • Beacon Pointe Advisors held 46,117 shares of Nuveen ESG Mid-Cap Growth ETF worth $2.17M as of Q2 2026.
  • Beacon Pointe Advisors sold 324 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $14.5K.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #733 holding.
  • Beacon Pointe Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.