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Parkside Financial Bank & Trust’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Parkside Financial Bank & Trust’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
Q3 		– Sell
-1,511
Closed -$52K – 1895
2022
Q2 		$52K Hold
1,511
– – 0.02% 514
2022
Q1 		$66K Buy
+1,511
New +$65.2K 0.02% 455

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 $617B AUM 30.33% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Parkside Financial Bank & Trust's NUMG Position: Q3 2022 in Review

Parkside Financial Bank & Trust sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q3 2022, closing a stake of 1,511 shares — an estimated $52K sold.

Parkside Financial Bank & Trust first reported a position in NUMG in Q1 2022 and held it in 2 quarters. The position peaked at $66K in Q1 2022. 104 funds tracked by Wall St. Rank hold NUMG as of Q3 2022.

  • Parkside Financial Bank & Trust reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 1,511 Nuveen ESG Mid-Cap Growth ETF shares in Q3 2022, an estimated $52K.
  • Parkside Financial Bank & Trust first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2022 and held it in 2 quarters.
  • Parkside Financial Bank & Trust's Nuveen ESG Mid-Cap Growth ETF position peaked at $66K in Q1 2022.
  • 104 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q3 2022.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2022, filed 1 Nov 2022.