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RMG Wealth Management’s Nuveen ESG Dividend ETF NUDV Stock Holding History

RMG Wealth Management’s Portfolio NUDV Stock Details NUDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,761
Closed -$285K – 467
2025
Q3 		$285K Sell
9,761
-968
-9% -$27.8K 0.04% 45
2025
Q2 		$305K Buy
+10,729
New +$293K 0.05% 39

Other funds holding NUDV

CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

RMG Wealth Management's NUDV Position: Q4 2025 in Review

RMG Wealth Management sold out of Nuveen ESG Dividend ETF (NUDV) in Q4 2025, closing a stake of 9,761 shares — an estimated $285K sold.

RMG Wealth Management first reported a position in NUDV in Q2 2025 and held it in 2 quarters. The position peaked at $305K in Q2 2025. 24 funds tracked by Wall St. Rank hold NUDV as of Q4 2025.

  • RMG Wealth Management reported no remaining Nuveen ESG Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • RMG Wealth Management sold 9,761 Nuveen ESG Dividend ETF shares in Q4 2025, an estimated $285K.
  • RMG Wealth Management first reported a position in Nuveen ESG Dividend ETF in Q2 2025 and held it in 2 quarters.
  • RMG Wealth Management's Nuveen ESG Dividend ETF position peaked at $305K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held Nuveen ESG Dividend ETF as of Q4 2025.

Based on RMG Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.