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Pinnacle Advisory Group’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Pinnacle Advisory 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
2021
Q1 		$334K Buy
6,678
+645
+11% +$32.4K 0.02% 195
2020
Q4 		$298K Buy
+6,033
New +$282K 0.02% 163

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Advisory Group's NUMG Position: Q1 2021 in Review

Pinnacle Advisory Group increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 11% in Q1 2021, buying an estimated $32.4K and bringing the position to 6,678 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #195.

Pinnacle Advisory Group first reported a position in NUMG in Q4 2020 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold NUMG as of Q1 2021.

  • Pinnacle Advisory Group held 6,678 shares of Nuveen ESG Mid-Cap Growth ETF worth $334K as of Q1 2021.
  • Pinnacle Advisory Group bought 645 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2021, an estimated $32.4K.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.02% of Pinnacle Advisory Group's portfolio in Q1 2021, its #195 holding.
  • Pinnacle Advisory Group first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2020 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.