Lido Advisors
NUMV icon

Lido Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Lido Advisors’s Portfolio NUMV Stock Details NUMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$512K Buy
13,205
+1,785
+16% +$71.6K ﹤0.01% 1292
2025
Q4 		$442K Buy
11,420
+553
+5% +$21.5K ﹤0.01% 1350
2025
Q3 		$420K Sell
10,867
-895
-8% -$33.6K ﹤0.01% 1305
2025
Q2 		$424K Sell
11,762
-17,447
-60% -$596K ﹤0.01% 1168
2025
Q1 		$999K Sell
29,209
-4,499
-13% -$158K ﹤0.01% 778
2024
Q4 		$1.17M Sell
33,708
-45,839
-58% -$1.68M 0.01% 702
2024
Q3 		$2.93M Sell
79,547
-7,042
-8% -$245K 0.01% 393
2024
Q2 		$2.86M Buy
86,589
+1,437
+2% +$47.7K 0.02% 380
2024
Q1 		$2.91M Buy
85,152
+36,247
+74% +$1.15M 0.02% 359
2023
Q4 		$1.54M Buy
48,905
+545
+1% +$15.8K 0.01% 475
2023
Q3 		$1.37M Sell
48,360
-44,556
-48% -$1.33M 0.01% 457
2023
Q2 		$2.75M Buy
92,916
+14,286
+18% +$407K 0.02% 314
2023
Q1 		$2.26M Buy
78,630
+14,770
+23% +$448K 0.02% 325
2022
Q4 		$1.9M Sell
63,860
-16,676
-21% -$513K 0.02% 305
2022
Q3 		$2.29M Buy
80,536
+40,603
+102% +$1.3M 0.03% 241
2022
Q2 		$1.22M Buy
39,933
+618
+2% +$20.8K 0.02% 305
2022
Q1 		$1.42M Buy
39,315
+6,183
+19% +$221K 0.02% 320
2021
Q4 		$1.22M Buy
33,132
+18,641
+129% +$709K 0.01% 376
2021
Q3 		$525K Sell
14,491
-1,450
-9% -$53.3K 0.01% 576
2021
Q2 		$578K Buy
15,941
+9,248
+138% +$336K 0.01% 507
2021
Q1 		$230K Buy
+6,693
New +$218K ﹤0.01% 758

Other funds holding NUMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lido Advisors's NUMV Position: Q1 2026 in Review

Lido Advisors increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 16% in Q1 2026, buying an estimated $71.6K and bringing the position to 13,205 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Lido Advisors first reported a position in NUMV in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.93M in Q3 2024. 132 funds tracked by Wall St. Rank hold NUMV as of Q1 2026.

  • Lido Advisors held 13,205 shares of Nuveen ESG Mid-Cap Value ETF worth $512K as of Q1 2026.
  • Lido Advisors bought 1,785 Nuveen ESG Mid-Cap Value ETF shares in Q1 2026, an estimated $71.6K.
  • Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1292 holding.
  • Lido Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2021 and has held it in 21 quarters since.
  • Lido Advisors's Nuveen ESG Mid-Cap Value ETF position peaked at $2.93M in Q3 2024.
  • 132 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2026.

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