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Dynamic Advisor Solutions’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Dynamic Advisor Solutions’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 		– Sell
-4,977
Closed -$204K – 1078
2026
Q1 		$204K Sell
4,977
-2,607
-34% -$116K 0.01% 916
2025
Q4 		$362K Sell
7,584
-14,058
-65% -$673K 0.01% 713
2025
Q3 		$1.05M Sell
21,642
-1,158
-5% -$56.2K 0.03% 455
2025
Q2 		$1.1M Sell
22,800
-5,351
-19% -$240K 0.03% 429
2025
Q1 		$1.21M Sell
28,151
-16,698
-37% -$780K 0.04% 378
2024
Q4 		$2.12M Sell
44,849
-106
-0.2% -$5.06K 0.09% 199
2024
Q3 		$2.01M Sell
44,955
-951
-2% -$40.3K 0.06% 294
2024
Q2 		$1.92M Sell
45,906
-5,150
-10% -$218K 0.06% 299
2024
Q1 		$2.27M Buy
51,056
+1,473
+3% +$63.1K 0.08% 276
2023
Q4 		$2.01M Buy
49,583
+1,181
+2% +$44.9K 0.07% 284
2023
Q3 		$1.77M Buy
48,402
+4,170
+9% +$162K 0.08% 256
2023
Q2 		$1.73M Buy
44,232
+3,980
+10% +$148K 0.09% 245
2023
Q1 		$1.54M Buy
40,252
+1,471
+4% +$55.4K 0.09% 250
2022
Q4 		$1.37M Buy
38,781
+1,488
+4% +$51.8K 0.09% 234
2022
Q3 		$1.23M Buy
37,293
+11,524
+45% +$425K 0.09% 220
2022
Q2 		$885K Buy
25,769
+2,508
+11% +$94.6K 0.07% 271
2022
Q1 		$1.02M Buy
23,261
+9,831
+73% +$424K 0.07% 260
2021
Q4 		$661K Buy
13,430
+6,995
+109% +$387K 0.05% 365
2021
Q3 		$350K Buy
6,435
+2,763
+75% +$155K 0.03% 534
2021
Q2 		$201K Buy
+3,672
New +$191K 0.02% 682

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Dynamic Advisor Solutions's NUMG Position: Q2 2026 in Review

Dynamic Advisor Solutions sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2026, closing a stake of 4,977 shares — an estimated $204K sold.

Dynamic Advisor Solutions first reported a position in NUMG in Q2 2021 and held it in 20 quarters. The position peaked at $2.27M in Q1 2024. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • Dynamic Advisor Solutions reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 4,977 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $204K.
  • Dynamic Advisor Solutions first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2021 and held it in 20 quarters.
  • Dynamic Advisor Solutions's Nuveen ESG Mid-Cap Growth ETF position peaked at $2.27M in Q1 2024.
  • 134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.