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Larson Financial Group’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Larson Financial 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 		$375K Buy
7,988
+892
+13% +$40K 0.01% 640
2026
Q1 		$291K Sell
7,096
-827
-10% -$36.8K 0.01% 617
2025
Q4 		$378K Buy
7,923
+568
+8% +$27.2K 0.01% 546
2025
Q3 		$358K Sell
7,355
-14
-0.2% -$679 0.01% 565
2025
Q2 		$357K Sell
7,369
-544
-7% -$24.4K 0.01% 524
2025
Q1 		$340K Sell
7,913
-618
-7% -$28.9K 0.02% 489
2024
Q4 		$404K Sell
8,531
-47
-0.5% -$2.24K 0.02% 404
2024
Q3 		$384K Sell
8,578
-728
-8% -$30.9K 0.02% 406
2024
Q2 		$389K Buy
9,306
+612
+7% +$25.9K 0.03% 322
2024
Q1 		$387K Sell
8,694
-444
-5% -$19K 0.03% 272
2023
Q4 		$387K Sell
9,138
-137
-1% -$5.21K 0.03% 251
2023
Q3 		$340K Buy
9,275
+263
+3% +$10.2K 0.03% 237
2023
Q2 		$352K Buy
9,012
+1,012
+13% +$37.6K 0.04% 233
2023
Q1 		$306K Sell
8,000
-287
-3% -$10.8K 0.03% 258
2022
Q4 		$292K Buy
8,287
+211
+3% +$7.34K 0.03% 248
2022
Q3 		$266K Buy
8,076
+1,437
+22% +$53K 0.04% 239
2022
Q2 		$228K Buy
6,639
+163
+3% +$6.15K 0.04% 173
2022
Q1 		$284K Buy
6,476
+377
+6% +$16.3K 0.05% 164
2021
Q4 		$300K Buy
6,099
+442
+8% +$24.4K 0.05% 165
2021
Q3 		$308K Buy
5,657
+463
+9% +$25.9K 0.06% 115
2021
Q2 		$284K Buy
5,194
+242
+5% +$12.6K 0.07% 100
2021
Q1 		$248K Buy
4,952
+4,340
+709% +$218K 0.07% 96
2020
Q4 		$30K Buy
+612
New +$28.6K 0.01% 295

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Larson Financial Group's NUMG Position: Q2 2026 in Review

Larson Financial Group increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 13% in Q2 2026, buying an estimated $40K and bringing the position to 7,988 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #640.

Larson Financial Group first reported a position in NUMG in Q4 2020 and has held it in 23 quarters since. The position peaked at $404K in Q4 2024. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • Larson Financial Group held 7,988 shares of Nuveen ESG Mid-Cap Growth ETF worth $375K as of Q2 2026.
  • Larson Financial Group bought 892 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $40K.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #640 holding.
  • Larson Financial Group first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Larson Financial Group's Nuveen ESG Mid-Cap Growth ETF position peaked at $404K in Q4 2024.
  • 134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.