RMG Wealth Management
NUDV icon

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
2026
Q3 		$859K Buy
+25,405
New +$852K 0.09% 26
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

Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
CGC Financial Services
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Natural Investments
Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

RMG Wealth Management's NUDV Position: Q3 2026 in Review

RMG Wealth Management opened a new position in Nuveen ESG Dividend ETF (NUDV) in Q3 2026: 25,405 shares worth $859K. The stake represents 0.09% of the portfolio and ranks #26 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in NUDV as recently as Q3 2025.

RMG Wealth Management first reported a position in NUDV in Q2 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold NUDV as of Q3 2026.

  • RMG Wealth Management held 25,405 shares of Nuveen ESG Dividend ETF worth $859K as of Q3 2026.
  • Nuveen ESG Dividend ETF was a new RMG Wealth Management position in Q3 2026.
  • Nuveen ESG Dividend ETF made up 0.09% of RMG Wealth Management's portfolio in Q3 2026, its #26 holding.
  • RMG Wealth Management first reported a position in Nuveen ESG Dividend ETF in Q2 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Nuveen ESG Dividend ETF as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.