GPS Wealth Strategies Group’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

GPS Wealth Strategies Group’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
2025 Q4	–	Sell	-61	Closed	-$2.36K	–	1234
2025 Q3	$2.36K	Hold	61	–	–	﹤0.01%	1397
2025 Q2	$2.2K	Hold	61	–	–	﹤0.01%	1347
2025 Q1	$2.09K	Hold	61	–	–	﹤0.01%	1300
2024 Q4	$2.13K	Buy	61 +1	+2%	+$37	﹤0.01%	1242
2024 Q3	$2.21K	Hold	60	–	–	﹤0.01%	1221
2024 Q2	$1.98K	Buy	+60	New	+$1.99K	﹤0.01%	1209
2023 Q2	–	Sell	-110	Closed	-$3.16K	–	1294
2023 Q1	$3.16K	Buy	+110	New	+$3.34K	﹤0.01%	1055

Other funds holding NUMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GPS Wealth Strategies Group's NUMV Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q4 2025, closing a stake of 61 shares — an estimated $2.36K sold.

GPS Wealth Strategies Group first reported a position in NUMV in Q1 2023 and held it in 7 quarters. The position peaked at $3.16K in Q1 2023. 127 funds tracked by Wall St. Rank hold NUMV as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 61 Nuveen ESG Mid-Cap Value ETF shares in Q4 2025, an estimated $2.36K.
GPS Wealth Strategies Group first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2023 and held it in 7 quarters.
GPS Wealth Strategies Group's Nuveen ESG Mid-Cap Value ETF position peaked at $3.16K in Q1 2023.
127 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.