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SFS
Sowell Financial Services’s
Nuveen ESG Mid-Cap Growth ETF
NUMG
Stock Holding History
Sowell Financial 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
Q1
–
Sell
-13,743
Closed
-$676K
–
396
2021
Q4
$676K
Buy
+13,743
New
+$760K
0.04%
395
2021
Q2
–
Sell
-3,039
Closed
-$153K
–
1990
2021
Q1
$153K
Buy
+3,039
New
+$153K
0.01%
1185
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HNW
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$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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