Cetera Investment Advisers
NUMV icon

Cetera Investment Advisers’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Cetera Investment Advisers’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
2026
Q2 		$2.05M Buy
47,195
+3,321
+8% +$139K ﹤0.01% 2365
2026
Q1 		$1.7M Buy
43,874
+3,081
+8% +$124K ﹤0.01% 2437
2025
Q4 		$1.59M Sell
40,793
-13,894
-25% -$540K ﹤0.01% 2410
2025
Q3 		$2.12M Buy
54,687
+9,913
+22% +$372K ﹤0.01% 2118
2025
Q2 		$1.61M Sell
44,774
-2,295
-5% -$78.5K ﹤0.01% 2009
2025
Q1 		$1.61M Sell
47,069
-8,584
-15% -$301K ﹤0.01% 1906
2024
Q4 		$1.94M Sell
55,653
-868
-2% -$31.8K ﹤0.01% 1689
2024
Q3 		$2.08M Buy
56,521
+1,030
+2% +$35.9K ﹤0.01% 1597
2024
Q2 		$1.83M Sell
55,491
-346
-0.6% -$11.5K ﹤0.01% 1637
2024
Q1 		$1.91M Buy
55,837
+7,626
+16% +$243K ﹤0.01% 1585
2023
Q4 		$1.52M Sell
48,211
-9,174
-16% -$265K 0.01% 900
2023
Q3 		$1.63M Sell
57,385
-2,370
-4% -$70.8K 0.01% 833
2023
Q2 		$1.77M Sell
59,755
-981
-2% -$27.9K 0.01% 821
2023
Q1 		$1.74M Buy
60,736
+7,558
+14% +$229K 0.02% 802
2022
Q4 		$1.58M Sell
53,178
-323
-0.6% -$9.95K 0.01% 795
2022
Q3 		$1.52M Buy
53,501
+15,670
+41% +$502K 0.03% 552
2022
Q2 		$1.16M Sell
37,831
-4,156
-10% -$140K 0.02% 733
2022
Q1 		$1.51M Buy
41,987
+1,703
+4% +$60.9K 0.02% 666
2021
Q4 		$1.49M Buy
40,284
+8,226
+26% +$313K 0.02% 653
2021
Q3 		$1.16M Buy
32,058
+4,568
+17% +$168K 0.02% 722
2021
Q2 		$997K Buy
27,490
+5,917
+27% +$215K 0.02% 781
2021
Q1 		$743K Buy
21,573
+4,495
+26% +$147K 0.01% 788
2020
Q4 		$514K Buy
+17,078
New +$482K 0.01% 943

Other funds holding NUMV

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers's NUMV Position: Q2 2026 in Review

Cetera Investment Advisers increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 7.6% in Q2 2026, buying an estimated $139K and bringing the position to 47,195 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2365.

Cetera Investment Advisers first reported a position in NUMV in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.12M in Q3 2025. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • Cetera Investment Advisers held 47,195 shares of Nuveen ESG Mid-Cap Value ETF worth $2.05M as of Q2 2026.
  • Cetera Investment Advisers bought 3,321 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $139K.
  • Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2365 holding.
  • Cetera Investment Advisers first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's Nuveen ESG Mid-Cap Value ETF position peaked at $2.12M in Q3 2025.
  • 130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.