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Retirement Income Solutions’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Retirement Income Solutions’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 		– Sell
-4,787
Closed -$213K – 153
2024
Q1 		$213K Sell
4,787
-354
-7% -$15.2K 0.05% 142
2023
Q4 		$218K Buy
+5,141
New +$195K 0.05% 128
2023
Q3 		– Sell
-5,141
Closed -$201K – 137
2023
Q2 		$201K Buy
+5,141
New +$191K 0.05% 138
2022
Q2 		– Sell
-5,795
Closed -$254K – 119
2022
Q1 		$254K Buy
+5,795
New +$250K 0.07% 100

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

Retirement Income Solutions's NUMG Position: Q2 2024 in Review

Retirement Income Solutions sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2024, closing a stake of 4,787 shares — an estimated $213K sold.

Retirement Income Solutions first reported a position in NUMG in Q1 2022 and held it in 4 quarters. The position peaked at $254K in Q1 2022. 121 funds tracked by Wall St. Rank hold NUMG as of Q2 2024.

  • Retirement Income Solutions reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Retirement Income Solutions sold 4,787 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2024, an estimated $213K.
  • Retirement Income Solutions first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2022 and held it in 4 quarters.
  • Retirement Income Solutions's Nuveen ESG Mid-Cap Growth ETF position peaked at $254K in Q1 2022.
  • 121 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2024.

Based on Retirement Income Solutions's 13F filing for Q2 2024, filed 1 Aug 2024.