Orion Capital Management’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Orion Capital Management’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 Q2	$3.83K	Buy	+88	New	+$3.68K	﹤0.01%	448

Other funds holding NUMV

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Orion Capital Management's NUMV Position: Q2 2026 in Review

Orion Capital Management opened a new position in Nuveen ESG Mid-Cap Value ETF (NUMV) in Q2 2026: 88 shares worth $3.83K. The stake represents ﹤0.01% of the portfolio and ranks #448 among its holdings.

130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

Orion Capital Management held 88 shares of Nuveen ESG Mid-Cap Value ETF worth $3.83K as of Q2 2026.
Nuveen ESG Mid-Cap Value ETF was a new Orion Capital Management position in Q2 2026.
Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Orion Capital Management's portfolio in Q2 2026, its #448 holding.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.