Principle Wealth Partners’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Principle Wealth Partners’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	-5,708	Closed	-$250K	–	317
2022 Q1	$250K	Hold	5,708	–	–	0.03%	284
2021 Q4	$281K	Hold	5,708	–	–	0.03%	270
2021 Q3	$310K	Hold	5,708	–	–	0.04%	245
2021 Q2	$312K	Hold	5,708	–	–	0.04%	251
2021 Q1	$286K	Hold	5,708	–	–	0.03%	241
2020 Q4	$282K	Buy	+5,708	New	+$267K	0.04%	229

Other funds holding NUMG

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Principle Wealth Partners's NUMG Position: Q2 2022 in Review

Principle Wealth Partners sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2022, closing a stake of 5,708 shares — an estimated $250K sold.

Principle Wealth Partners first reported a position in NUMG in Q4 2020 and held it in 6 quarters. The position peaked at $312K in Q2 2021. 106 funds tracked by Wall St. Rank hold NUMG as of Q2 2022.

Principle Wealth Partners reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Principle Wealth Partners sold 5,708 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2022, an estimated $250K.
Principle Wealth Partners first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2020 and held it in 6 quarters.
Principle Wealth Partners's Nuveen ESG Mid-Cap Growth ETF position peaked at $312K in Q2 2021.
106 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2022.

Based on Principle Wealth Partners's 13F filing for Q2 2022, filed 2 Aug 2022.