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Petros Family Wealth’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Petros Family Wealth’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
Q2 		$257K Sell
5,481
-981
-15% -$44K 0.16% 118
2026
Q1 		$265K Sell
6,462
-115
-2% -$5.12K 0.19% 107
2025
Q4 		$314K Sell
6,577
-1,026
-13% -$49.1K 0.21% 103
2025
Q3 		$370K Sell
7,603
-453
-6% -$22K 0.31% 88
2025
Q2 		$390K Buy
+8,056
New +$362K 0.36% 80
2025
Q1 		– Sell
-4,413
Closed -$209K – 137
2024
Q4 		$209K Buy
+4,413
New +$211K 0.23% 117

Other funds holding NUMG

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
FWM
Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Petros Family Wealth's NUMG Position: Q2 2026 in Review

Petros Family Wealth reduced its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 15% in Q2 2026, selling an estimated $44K and leaving 5,481 shares worth $257K. The position accounts for 0.16% of the portfolio, ranked #118.

Petros Family Wealth first reported a position in NUMG in Q4 2024 and has held it in 6 quarters since. The position peaked at $390K in Q2 2025. 35 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • Petros Family Wealth held 5,481 shares of Nuveen ESG Mid-Cap Growth ETF worth $257K as of Q2 2026.
  • Petros Family Wealth sold 981 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $44K.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.16% of Petros Family Wealth's portfolio in Q2 2026, its #118 holding.
  • Petros Family Wealth first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Petros Family Wealth's Nuveen ESG Mid-Cap Growth ETF position peaked at $390K in Q2 2025.
  • 35 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.