RWM
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
2025
Q4 		– Sell
-9,761
Closed -$285K – 469
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 $358M AUM 11.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $228M AUM 6.91% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.82B AUM 16.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $515M AUM 19.85% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return