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Private Wealth Strategies’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Private Wealth Strategies’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
2024
Q2 		$268K Hold
6,410
– – 0.05% 65
2024
Q1 		$285K Buy
+6,410
New +$275K 0.06% 53

Other funds holding NUMG

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Private Wealth Strategies's NUMG Position: Q2 2024 in Review

Private Wealth Strategies held its Nuveen ESG Mid-Cap Growth ETF (NUMG) position steady in Q2 2024 at 6,410 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #65.

Private Wealth Strategies first reported a position in NUMG in Q1 2024 and has held it in 2 quarters since. The position peaked at $285K in Q1 2024. 121 funds tracked by Wall St. Rank hold NUMG as of Q2 2024.

  • Private Wealth Strategies held 6,410 shares of Nuveen ESG Mid-Cap Growth ETF worth $268K as of Q2 2024.
  • Private Wealth Strategies left its Nuveen ESG Mid-Cap Growth ETF share count unchanged in Q2 2024.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.05% of Private Wealth Strategies's portfolio in Q2 2024, its #65 holding.
  • Private Wealth Strategies first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2024 and has held it in 2 quarters since.
  • Private Wealth Strategies's Nuveen ESG Mid-Cap Growth ETF position peaked at $285K in Q1 2024.
  • 121 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2024.

Based on Private Wealth Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.