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Regatta Capital Group’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Regatta Capital Group’s Portfolio NUMV Stock Details NUMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.52M Buy
34,929
+419
+1% +$17.5K 0.2% 77
2026
Q1 		$1.34M Buy
34,510
+2,741
+9% +$110K 0.2% 80
2025
Q4 		$1.24M Sell
31,769
-2,399
-7% -$93.2K 0.19% 79
2025
Q3 		$1.32M Sell
34,168
-1,842
-5% -$69.1K 0.21% 77
2025
Q2 		$1.3M Sell
36,010
-1,192
-3% -$40.7K 0.22% 75
2025
Q1 		$1.27M Sell
37,202
-1,178
-3% -$41.4K 0.25% 68
2024
Q4 		$1.34M Buy
38,380
+1,507
+4% +$55.2K 0.26% 61
2024
Q3 		$1.36M Sell
36,873
-4,154
-10% -$145K 0.26% 62
2024
Q2 		$1.36M Sell
41,027
-5,217
-11% -$173K 0.29% 57
2024
Q1 		$1.58M Sell
46,244
-53,236
-54% -$1.69M 0.36% 57
2023
Q4 		$3.14M Sell
99,480
-2,492
-2% -$72.1K 0.83% 27
2023
Q3 		$2.9M Buy
101,972
+2,916
+3% +$87.1K 0.92% 18
2023
Q2 		$2.94M Buy
99,056
+33,983
+52% +$968K 0.93% 16
2023
Q1 		$1.94M Hold
65,073
– – 0.69% 31
2022
Q4 		$1.94M Buy
65,073
+23,516
+57% +$724K 0.69% 31
2022
Q3 		$1.27M Sell
41,557
-125
-0.3% -$4.01K 0.52% 51
2022
Q2 		$1.28M Buy
41,682
+2,749
+7% +$92.5K 0.61% 46
2022
Q1 		$1.4M Buy
+38,933
New +$1.39M 0.48% 51

Other funds holding NUMV

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Regatta Capital Group's NUMV Position: Q2 2026 in Review

Regatta Capital Group increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 1.2% in Q2 2026, buying an estimated $17.5K and bringing the position to 34,929 shares worth $1.52M. The position accounts for 0.2% of the portfolio, ranked #77.

Regatta Capital Group first reported a position in NUMV in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.14M in Q4 2023. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • Regatta Capital Group held 34,929 shares of Nuveen ESG Mid-Cap Value ETF worth $1.52M as of Q2 2026.
  • Regatta Capital Group bought 419 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $17.5K.
  • Nuveen ESG Mid-Cap Value ETF made up 0.2% of Regatta Capital Group's portfolio in Q2 2026, its #77 holding.
  • Regatta Capital Group first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Regatta Capital Group's Nuveen ESG Mid-Cap Value ETF position peaked at $3.14M in Q4 2023.
  • 130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.