Janney Montgomery Scott
NUMG icon

Janney Montgomery Scott’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Janney Montgomery Scott’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
2022
Q4 		– Sell
-6,281
Closed -$207K – 2618
2022
Q3 		$207K Buy
6,281
+309
+5% +$11.4K ﹤0.01% 2270
2022
Q2 		$208K Buy
5,972
+1,056
+21% +$39.8K ﹤0.01% 2128
2022
Q1 		$215K Buy
+4,916
New +$212K ﹤0.01% 2048

Other funds holding NUMG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Janney Montgomery Scott's NUMG Position: Q4 2022 in Review

Janney Montgomery Scott sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q4 2022, closing a stake of 6,281 shares — an estimated $207K sold.

Janney Montgomery Scott first reported a position in NUMG in Q1 2022 and held it in 3 quarters. The position peaked at $215K in Q1 2022. 106 funds tracked by Wall St. Rank hold NUMG as of Q4 2022.

  • Janney Montgomery Scott reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Janney Montgomery Scott sold 6,281 Nuveen ESG Mid-Cap Growth ETF shares in Q4 2022, an estimated $207K.
  • Janney Montgomery Scott first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2022 and held it in 3 quarters.
  • Janney Montgomery Scott's Nuveen ESG Mid-Cap Growth ETF position peaked at $215K in Q1 2022.
  • 106 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q4 2022.

Based on Janney Montgomery Scott's 13F filing for Q4 2022, filed 1 Feb 2023.