Bragg Financial Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Bragg Financial 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 Q1	$264K	Buy	6,426 +1,068	+20%	+$47.5K	0.01%	338
2025 Q4	$256K	Hold	5,358	–	–	0.01%	329
2025 Q3	$261K	Hold	5,358	–	–	0.01%	320
2025 Q2	$260K	Buy	5,358 +306	+6%	+$13.7K	0.01%	318
2025 Q1	$217K	Buy	5,052 +60	+1%	+$2.8K	0.01%	326
2024 Q4	$237K	Hold	4,992	–	–	0.01%	314
2024 Q3	$224K	Sell	4,992 -250	-5%	-$10.6K	0.01%	315
2024 Q2	$219K	Sell	5,242 -42	-0.8%	-$1.78K	0.01%	309
2024 Q1	$235K	Hold	5,284	–	–	0.01%	309
2023 Q4	$224K	Buy	+5,284	New	+$201K	0.01%	305

Other funds holding NUMG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bragg Financial Advisors's NUMG Position: Q1 2026 in Review

Bragg Financial Advisors increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 20% in Q1 2026, buying an estimated $47.5K and bringing the position to 6,426 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #338.

Bragg Financial Advisors first reported a position in NUMG in Q4 2023 and has held it in 10 quarters since. 134 funds tracked by Wall St. Rank hold NUMG as of Q1 2026.

Bragg Financial Advisors held 6,426 shares of Nuveen ESG Mid-Cap Growth ETF worth $264K as of Q1 2026.
Bragg Financial Advisors bought 1,068 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2026, an estimated $47.5K.
Nuveen ESG Mid-Cap Growth ETF made up 0.01% of Bragg Financial Advisors's portfolio in Q1 2026, its #338 holding.
Bragg Financial Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.