Cornerstone Planning Group’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Cornerstone Planning Group’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 Q2	$159K	Hold	3,479	–	–	0.02%	194
2026 Q1	$158K	Hold	3,479	–	–	0.02%	190
2025 Q4	$163K	Buy	3,479 +34	+1%	+$1.63K	0.03%	155
2025 Q3	$42.9K	Sell	3,445 -33	-0.9%	-$1.6K	0.01%	382
2025 Q2	$167K	Hold	3,478	–	–	0.03%	98
2025 Q1	$144K	Hold	3,478	–	–	0.03%	111
2024 Q4	$171K	Buy	3,478 +2	+0.1%	+$95	0.04%	78
2024 Q3	$158K	Sell	3,476 -1	-0%	-$42	0.04%	85
2024 Q2	$137K	Hold	3,477	–	–	0.04%	112
2024 Q1	$147K	Buy	3,477 +1	+0%	+$43	0.05%	90
2023 Q4	$147K	Buy	3,476 +6	+0.2%	+$228	0.05%	95
2023 Q3	$127K	Hold	3,470	–	–	0.05%	99
2023 Q2	$135K	Buy	+3,470	New	+$129K	0.05%	111

Other funds holding NUMG

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Cornerstone Planning Group's NUMG Position: Q2 2026 in Review

Cornerstone Planning Group held its Nuveen ESG Mid-Cap Growth ETF (NUMG) position steady in Q2 2026 at 3,479 shares worth $159K. The position accounts for 0.02% of the portfolio, ranked #194.

Cornerstone Planning Group first reported a position in NUMG in Q2 2023 and has held it in 13 quarters since. The position peaked at $171K in Q4 2024. 68 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

Cornerstone Planning Group held 3,479 shares of Nuveen ESG Mid-Cap Growth ETF worth $159K as of Q2 2026.
Cornerstone Planning Group left its Nuveen ESG Mid-Cap Growth ETF share count unchanged in Q2 2026.
Nuveen ESG Mid-Cap Growth ETF made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #194 holding.
Cornerstone Planning Group first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
Cornerstone Planning Group's Nuveen ESG Mid-Cap Growth ETF position peaked at $171K in Q4 2024.
68 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.