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Sound Income Strategies’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Sound Income Strategies’s Portfolio NUMV Stock Details NUMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-50
Closed -$1.95K – 1751
2026
Q1 		$1.95K Hold
50
– – ﹤0.01% 2150
2025
Q4 		$2.04K Buy
+50
New +$1.94K ﹤0.01% 2130

Other funds holding NUMV

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Sound Income Strategies's NUMV Position: Q2 2026 in Review

Sound Income Strategies sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q2 2026, closing a stake of 50 shares — an estimated $1.95K sold.

Sound Income Strategies first reported a position in NUMV in Q4 2025 and held it in 2 quarters. The position peaked at $2.04K in Q4 2025. 104 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • Sound Income Strategies reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 50 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $1.95K.
  • Sound Income Strategies first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Nuveen ESG Mid-Cap Value ETF position peaked at $2.04K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.