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JNBA Financial Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

JNBA Financial Advisors’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
Q1 		– Sell
-365
Closed -$17.4K – 863
2025
Q4 		$17.4K Buy
+365
New +$17.5K ﹤0.01% 431

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JNBA Financial Advisors's NUMG Position: Q1 2026 in Review

JNBA Financial Advisors sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2026, closing a stake of 365 shares — an estimated $17.4K sold.

JNBA Financial Advisors first reported a position in NUMG in Q4 2025 and held it in 1 quarter. The position peaked at $17.4K in Q4 2025. 134 funds tracked by Wall St. Rank hold NUMG as of Q1 2026.

  • JNBA Financial Advisors reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • JNBA Financial Advisors sold 365 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2026, an estimated $17.4K.
  • JNBA Financial Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • JNBA Financial Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $17.4K in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.