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DWP
Destiny Wealth Partners’s
Nuveen ESG Mid-Cap Growth ETF
NUMG
Stock Holding History
Destiny Wealth Partners’s Portfolio
NUMG Stock Details
NUMG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-93
Closed
-$3K
–
613
2022
Q2
$3K
Hold
93
–
–
﹤0.01%
550
2022
Q1
$4K
Sell
93
-140,333
-100%
-$6.05M
﹤0.01%
473
2021
Q4
$6.91M
Buy
+140,426
New
+$7.76M
1.33%
27
Other funds holding NUMG
TF
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Jacksonville, Florida
$27.6B AUM
14.26%
1-Year Est. Return
TA
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$2.33B AUM
15.56%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
PPW
Parcion Private Wealth
Bellevue, Washington
$1.61B AUM
31.08%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
HNW
High Note Wealth
Deephaven, Minnesota
$509M AUM
19.25%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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