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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 – 1989
2021
Q1 		$153K Buy
+3,039
New +$153K 0.01% 1185

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
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowell Financial Services's NUMG Position: Q1 2022 in Review

Sowell Financial Services sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2022, closing a stake of 13,743 shares — an estimated $676K sold.

Sowell Financial Services first reported a position in NUMG in Q1 2021 and held it in 2 quarters. The position peaked at $676K in Q4 2021. 116 funds tracked by Wall St. Rank hold NUMG as of Q1 2022.

  • Sowell Financial Services reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Sowell Financial Services sold 13,743 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2022, an estimated $676K.
  • Sowell Financial Services first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2021 and held it in 2 quarters.
  • Sowell Financial Services's Nuveen ESG Mid-Cap Growth ETF position peaked at $676K in Q4 2021.
  • 116 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2022.

Based on Sowell Financial Services's 13F filing for Q1 2022, filed 13 May 2022.