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

Cetera 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
2024
Q1 		$861K Buy
+19,356
New +$830K 0.01% 1230
2019
Q2 		– Sell
-275
Closed -$9K – 1159
2019
Q1 		$9K Buy
+275
New +$8.09K ﹤0.01% 1147

Other funds holding NUMG

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cetera Advisors's NUMG Position: Q1 2024 in Review

Cetera Advisors opened a new position in Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2024: 19,356 shares worth $861K. The stake represents 0.01% of the portfolio and ranks #1230 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in NUMG as recently as Q1 2019.

Cetera Advisors first reported a position in NUMG in Q1 2019 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold NUMG as of Q1 2024.

  • Cetera Advisors held 19,356 shares of Nuveen ESG Mid-Cap Growth ETF worth $861K as of Q1 2024.
  • Nuveen ESG Mid-Cap Growth ETF was a new Cetera Advisors position in Q1 2024.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1230 holding.
  • Cetera Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2019 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2024.

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