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Cape Investment Advisory’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Cape Investment Advisory’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
Q3 		– Sell
-59
Closed -$2.77K – 1511
2026
Q2 		$2.77K Buy
+59
New +$2.65K ﹤0.01% 1169
2026
Q1 		– Sell
-179
Closed -$8.55K – 865
2025
Q4 		$8.55K Hold
179
– – ﹤0.01% 785
2025
Q3 		$8.71K Hold
179
– – 0.01% 432
2025
Q2 		$8.67K Buy
179
+28
+19% +$1.26K ﹤0.01% 657
2025
Q1 		$6.48K Sell
151
-227
-60% -$10.6K ﹤0.01% 685
2024
Q4 		$17.9K Hold
378
– – 0.01% 492
2024
Q3 		$16.9K Buy
+378
New +$16K 0.01% 486

Other funds holding NUMG

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cape Investment Advisory's NUMG Position: Q3 2026 in Review

Cape Investment Advisory sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q3 2026, closing a stake of 59 shares — an estimated $2.77K sold.

Cape Investment Advisory first reported a position in NUMG in Q3 2024 and held it in 7 quarters. The position peaked at $17.9K in Q4 2024. 9 funds tracked by Wall St. Rank hold NUMG as of Q3 2026.

  • Cape Investment Advisory reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 59 Nuveen ESG Mid-Cap Growth ETF shares in Q3 2026, an estimated $2.77K.
  • Cape Investment Advisory first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q3 2024 and held it in 7 quarters.
  • Cape Investment Advisory's Nuveen ESG Mid-Cap Growth ETF position peaked at $17.9K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.