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Founders Capital Management (Texas)’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Founders Capital Management (Texas)’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
2024
Q3 		– Sell
-28
Closed -$1.17K – 385
2024
Q2 		$1.17K Buy
+28
New +$1.19K ﹤0.01% 344

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Founders Capital Management (Texas)'s NUMG Position: Q3 2024 in Review

Founders Capital Management (Texas) sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q3 2024, closing a stake of 28 shares — an estimated $1.17K sold.

Founders Capital Management (Texas) first reported a position in NUMG in Q2 2024 and held it in 1 quarter. The position peaked at $1.17K in Q2 2024. 123 funds tracked by Wall St. Rank hold NUMG as of Q3 2024.

  • Founders Capital Management (Texas) reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 28 Nuveen ESG Mid-Cap Growth ETF shares in Q3 2024, an estimated $1.17K.
  • Founders Capital Management (Texas) first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2024 and held it in 1 quarter.
  • Founders Capital Management (Texas)'s Nuveen ESG Mid-Cap Growth ETF position peaked at $1.17K in Q2 2024.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q3 2024.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2024, filed 7 Oct 2024.