DAS
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Dynamic Advisor Solutions’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Dynamic Advisor Solutions’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 		$296K Buy
6,814
+126
+2% +$5.27K 0.01% 860
2026
Q1 		$259K Sell
6,688
-4,335
-39% -$174K 0.01% 853
2025
Q4 		$431K Sell
11,023
-28,501
-72% -$1.11M 0.01% 665
2025
Q3 		$1.53M Sell
39,524
-2,137
-5% -$80.1K 0.04% 377
2025
Q2 		$1.5M Sell
41,661
-10,535
-20% -$360K 0.05% 351
2025
Q1 		$1.79M Sell
52,196
-31,514
-38% -$1.11M 0.06% 299
2024
Q4 		$2.91M Buy
83,710
+89
+0.1% +$3.26K 0.13% 166
2024
Q3 		$3.08M Sell
83,621
-2,215
-3% -$77.2K 0.09% 238
2024
Q2 		$2.84M Sell
85,836
-13,668
-14% -$453K 0.09% 247
2024
Q1 		$3.4M Buy
99,504
+3,303
+3% +$105K 0.11% 216
2023
Q4 		$2.99M Buy
96,201
+7,577
+9% +$219K 0.11% 224
2023
Q3 		$2.52M Sell
88,624
-2,639
-3% -$78.8K 0.12% 196
2023
Q2 		$2.7M Buy
91,263
+18,075
+25% +$515K 0.14% 180
2023
Q1 		$2.1M Buy
73,188
+2,668
+4% +$81K 0.12% 207
2022
Q4 		$2.1M Buy
70,520
+3,438
+5% +$106K 0.14% 170
2022
Q3 		$1.9M Buy
67,082
+21,649
+48% +$694K 0.15% 158
2022
Q2 		$1.39M Buy
45,433
+1,688
+4% +$56.8K 0.11% 208
2022
Q1 		$1.57M Buy
43,745
+14,571
+50% +$521K 0.11% 195
2021
Q4 		$1.08M Buy
29,174
+14,572
+100% +$554K 0.08% 263
2021
Q3 		$530K Buy
14,602
+6,865
+89% +$252K 0.04% 432
2021
Q2 		$281K Buy
+7,737
New +$281K 0.02% 558

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

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

Dynamic Advisor Solutions increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 1.9% in Q2 2026, buying an estimated $5.27K and bringing the position to 6,814 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #860.

Dynamic Advisor Solutions first reported a position in NUMV in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.4M in Q1 2024. 131 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • Dynamic Advisor Solutions held 6,814 shares of Nuveen ESG Mid-Cap Value ETF worth $296K as of Q2 2026.
  • Dynamic Advisor Solutions bought 126 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $5.27K.
  • Nuveen ESG Mid-Cap Value ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #860 holding.
  • Dynamic Advisor Solutions first reported a position in Nuveen ESG Mid-Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
  • Dynamic Advisor Solutions's Nuveen ESG Mid-Cap Value ETF position peaked at $3.4M in Q1 2024.
  • 131 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

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