CWM
NUMG icon

Congress Wealth Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Congress Wealth Management’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
2022
Q2 		– Sell
-10,226
Closed -$448K – 597
2022
Q1 		$448K Buy
10,226
+1,958
+24% +$84.4K 0.01% 453
2021
Q4 		$407K Buy
+8,268
New +$457K 0.01% 492

Other funds holding NUMG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Congress Wealth Management's NUMG Position: Q2 2022 in Review

Congress Wealth Management sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2022, closing a stake of 10,226 shares — an estimated $448K sold.

Congress Wealth Management first reported a position in NUMG in Q4 2021 and held it in 2 quarters. The position peaked at $448K in Q1 2022. 106 funds tracked by Wall St. Rank hold NUMG as of Q2 2022.

  • Congress Wealth Management reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Congress Wealth Management sold 10,226 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2022, an estimated $448K.
  • Congress Wealth Management first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2021 and held it in 2 quarters.
  • Congress Wealth Management's Nuveen ESG Mid-Cap Growth ETF position peaked at $448K in Q1 2022.
  • 106 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2022.

Based on Congress Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.