Dynamic Advisor Solutions
NUMV icon

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
Q3 		$290K Buy
6,852
+38
+0.6% +$1.69K 0.01% 842
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 		$1.58M 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

Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
NCM
Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

Dynamic Advisor Solutions's NUMV Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 0.56% in Q3 2026, buying an estimated $1.69K and bringing the position to 6,852 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #842.

Dynamic Advisor Solutions first reported a position in NUMV in Q2 2021 and has held it in 22 quarters since. The position peaked at $3.4M in Q1 2024. 16 funds tracked by Wall St. Rank hold NUMV as of Q3 2026.

  • Dynamic Advisor Solutions held 6,852 shares of Nuveen ESG Mid-Cap Value ETF worth $290K as of Q3 2026.
  • Dynamic Advisor Solutions bought 38 Nuveen ESG Mid-Cap Value ETF shares in Q3 2026, an estimated $1.69K.
  • Nuveen ESG Mid-Cap Value ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #842 holding.
  • Dynamic Advisor Solutions first reported a position in Nuveen ESG Mid-Cap Value ETF in Q2 2021 and has held it in 22 quarters since.
  • Dynamic Advisor Solutions's Nuveen ESG Mid-Cap Value ETF position peaked at $3.4M in Q1 2024.
  • 16 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.