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

Nadler 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
2022
Q2 		– Sell
-6,685
Closed -$293K – 116
2022
Q1 		$293K Buy
+6,685
New +$288K 0.05% 87

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 $530B AUM 22.01% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return

Nadler Financial Group's NUMG Position: Q2 2022 in Review

Nadler Financial Group sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2022, closing a stake of 6,685 shares — an estimated $293K sold.

Nadler Financial Group first reported a position in NUMG in Q1 2022 and held it in 1 quarter. The position peaked at $293K in Q1 2022. 106 funds tracked by Wall St. Rank hold NUMG as of Q2 2022.

  • Nadler Financial Group reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Nadler Financial Group sold 6,685 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2022, an estimated $293K.
  • Nadler Financial Group first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2022 and held it in 1 quarter.
  • Nadler Financial Group's Nuveen ESG Mid-Cap Growth ETF position peaked at $293K in Q1 2022.
  • 106 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2022.

Based on Nadler Financial Group's 13F filing for Q2 2022, filed 20 Jul 2022.