Lido Advisors
NUMG icon

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

Lido 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 		$794K Buy
19,336
+1,478
+8% +$65.8K ﹤0.01% 1074
2025
Q4 		$869K Buy
17,858
+426
+2% +$20.4K ﹤0.01% 1066
2025
Q3 		$849K Sell
17,432
-838
-5% -$40.6K ﹤0.01% 1022
2025
Q2 		$885K Sell
18,270
-4,361
-19% -$196K ﹤0.01% 891
2025
Q1 		$971K Sell
22,631
-10,349
-31% -$483K ﹤0.01% 795
2024
Q4 		$1.56M Sell
32,980
-37,355
-53% -$1.78M 0.01% 600
2024
Q3 		$3.15M Buy
70,335
+5,731
+9% +$243K 0.02% 384
2024
Q2 		$2.7M Buy
64,604
+2,167
+3% +$91.9K 0.02% 391
2024
Q1 		$2.78M Buy
62,437
+21,256
+52% +$911K 0.02% 371
2023
Q4 		$1.74M Buy
41,181
+4,173
+11% +$159K 0.01% 452
2023
Q3 		$1.36M Sell
37,008
-36,672
-50% -$1.42M 0.01% 464
2023
Q2 		$2.88M Buy
73,680
+6,595
+10% +$245K 0.02% 305
2023
Q1 		$2.56M Buy
67,085
+9,977
+17% +$376K 0.02% 299
2022
Q4 		$2.01M Buy
57,108
+22,352
+64% +$778K 0.02% 295
2022
Q3 		$1.15M Buy
34,756
+943
+3% +$34.8K 0.01% 338
2022
Q2 		$1.16M Buy
33,813
+744
+2% +$28.1K 0.02% 313
2022
Q1 		$1.45M Buy
33,069
+10,371
+46% +$447K 0.02% 314
2021
Q4 		$1.12M Buy
22,698
+13,444
+145% +$743K 0.01% 398
2021
Q3 		$503K Buy
9,254
+3,498
+61% +$196K 0.01% 595
2021
Q2 		$315K Buy
5,756
+1,405
+32% +$73.1K ﹤0.01% 705
2021
Q1 		$218K Buy
+4,351
New +$219K ﹤0.01% 782

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

Lido Advisors's NUMG Position: Q1 2026 in Review

Lido Advisors increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 8.3% in Q1 2026, buying an estimated $65.8K and bringing the position to 19,336 shares worth $794K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Lido Advisors first reported a position in NUMG in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.15M in Q3 2024. 134 funds tracked by Wall St. Rank hold NUMG as of Q1 2026.

  • Lido Advisors held 19,336 shares of Nuveen ESG Mid-Cap Growth ETF worth $794K as of Q1 2026.
  • Lido Advisors bought 1,478 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2026, an estimated $65.8K.
  • Nuveen ESG Mid-Cap Growth ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1074 holding.
  • Lido Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Lido Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $3.15M in Q3 2024.
  • 134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.