Ipsen Advisor Group’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Ipsen Advisor Group’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	$245K	Buy	5,219 +182	+4%	+$8.16K	0.16%	97
2026 Q1	$207K	Buy	5,037 +499	+11%	+$22.2K	0.14%	101
2025 Q4	$217K	Sell	4,538 -26	-0.6%	-$1.25K	0.15%	98
2025 Q3	$222K	Buy	4,564 +22	+0.5%	+$1.07K	0.16%	96
2025 Q2	$220K	Sell	4,542 -236	-5%	-$10.6K	0.17%	94
2025 Q1	$205K	Sell	4,778 -57	-1%	-$2.66K	0.18%	92
2024 Q4	$229K	Buy	+4,835	New	+$231K	0.2%	86
2022 Q4	$554K	Buy	+15,738	New	+$548K	0.64%	37

Other funds holding NUMG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ipsen Advisor Group's NUMG Position: Q2 2026 in Review

Ipsen Advisor Group increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 3.6% in Q2 2026, buying an estimated $8.16K and bringing the position to 5,219 shares worth $245K. The position accounts for 0.16% of the portfolio, ranked #97.

Ipsen Advisor Group first reported a position in NUMG in Q4 2022 and has held it in 8 quarters since. The position peaked at $554K in Q4 2022. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

Ipsen Advisor Group held 5,219 shares of Nuveen ESG Mid-Cap Growth ETF worth $245K as of Q2 2026.
Ipsen Advisor Group bought 182 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $8.16K.
Nuveen ESG Mid-Cap Growth ETF made up 0.16% of Ipsen Advisor Group's portfolio in Q2 2026, its #97 holding.
Ipsen Advisor Group first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2022 and has held it in 8 quarters since.
Ipsen Advisor Group's Nuveen ESG Mid-Cap Growth ETF position peaked at $554K in Q4 2022.
134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.