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Cetera Advisor Networks’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Cetera Advisor Networks’s Portfolio NUMV Stock Details NUMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$247K Buy
7,218
+349
+5% +$11.1K ﹤0.01% 2429
2023
Q4 		$217K Buy
+6,869
New +$199K ﹤0.01% 2471
2020
Q3 		– Sell
-3,285
Closed -$79K – 2420
2020
Q2 		$79K Buy
+3,285
New +$74.6K ﹤0.01% 1658

Other funds holding NUMV

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Advisor Networks's NUMV Position: Q1 2024 in Review

Cetera Advisor Networks increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 5.1% in Q1 2024, buying an estimated $11.1K and bringing the position to 7,218 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

Cetera Advisor Networks first reported a position in NUMV in Q2 2020 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold NUMV as of Q1 2024.

  • Cetera Advisor Networks held 7,218 shares of Nuveen ESG Mid-Cap Value ETF worth $247K as of Q1 2024.
  • Cetera Advisor Networks bought 349 Nuveen ESG Mid-Cap Value ETF shares in Q1 2024, an estimated $11.1K.
  • Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2429 holding.
  • Cetera Advisor Networks first reported a position in Nuveen ESG Mid-Cap Value ETF in Q2 2020 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.