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Sage Advisory Services’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Sage Advisory Services’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
2022
Q2 		– Sell
-8,013
Closed -$351K – 56
2022
Q1 		$351K Buy
+8,013
New +$346K 0.09% 47

Other funds holding NUMG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return

Sage Advisory Services's NUMG Position: Q2 2022 in Review

Sage Advisory Services sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2022, closing a stake of 8,013 shares — an estimated $351K sold.

Sage Advisory Services first reported a position in NUMG in Q1 2022 and held it in 1 quarter. The position peaked at $351K in Q1 2022. 106 funds tracked by Wall St. Rank hold NUMG as of Q2 2022.

  • Sage Advisory Services reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Sage Advisory Services sold 8,013 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2022, an estimated $351K.
  • Sage Advisory Services first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2022 and held it in 1 quarter.
  • Sage Advisory Services's Nuveen ESG Mid-Cap Growth ETF position peaked at $351K in Q1 2022.
  • 106 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2022.

Based on Sage Advisory Services's 13F filing for Q2 2022, filed 2 Aug 2022.