Stratos Wealth Partners’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Stratos Wealth Partners’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
2026 Q1	$221K	Buy	5,375 +245	+5%	+$10.9K	﹤0.01%	1488
2025 Q4	$245K	Hold	5,130	–	–	﹤0.01%	1402
2025 Q3	$250K	Buy	5,130 +100	+2%	+$4.85K	﹤0.01%	1346
2025 Q2	$244K	Buy	+5,030	New	+$226K	﹤0.01%	1233
2024 Q1	–	Sell	-5,849	Closed	-$248K	–	1438
2023 Q4	$248K	Hold	5,849	–	–	﹤0.01%	1180
2023 Q3	$214K	Buy	5,849 +13	+0.2%	+$504	﹤0.01%	1141
2023 Q2	$228K	Buy	5,836 +14	+0.2%	+$520	0.01%	1054
2023 Q1	$223K	Buy	+5,822	New	+$219K	0.01%	1000
2022 Q2	–	Sell	-6,101	Closed	-$267K	–	1265
2022 Q1	$267K	Sell	6,101 -1,522	-20%	-$65.6K	0.01%	1034
2021 Q4	$375K	Buy	7,623 +56	+0.7%	+$3.1K	0.01%	922
2021 Q3	$412K	Buy	7,567 +450	+6%	+$25.2K	0.01%	825
2021 Q2	$389K	Buy	7,117 +1,098	+18%	+$57.1K	0.01%	860
2021 Q1	$301K	Buy	6,019 +361	+6%	+$18.1K	0.01%	882
2020 Q4	$280K	Buy	5,658 +406	+8%	+$19K	0.01%	871
2020 Q3	$222K	Hold	5,252	–	–	0.01%	886
2020 Q2	$205K	Buy	+5,252	New	+$185K	0.01%	894
2018 Q4	–	Sell	-365	Closed	-$13K	–	1929
2018 Q3	$13K	Buy	+365	New	+$12.1K	﹤0.01%	2064

Other funds holding NUMG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stratos Wealth Partners's NUMG Position: Q1 2026 in Review

Stratos Wealth Partners increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 4.8% in Q1 2026, buying an estimated $10.9K and bringing the position to 5,375 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Stratos Wealth Partners first reported a position in NUMG in Q3 2018 and has held it in 17 quarters since. The position peaked at $412K in Q3 2021. 134 funds tracked by Wall St. Rank hold NUMG as of Q1 2026.

Stratos Wealth Partners held 5,375 shares of Nuveen ESG Mid-Cap Growth ETF worth $221K as of Q1 2026.
Stratos Wealth Partners bought 245 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2026, an estimated $10.9K.
Nuveen ESG Mid-Cap Growth ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1488 holding.
Stratos Wealth Partners first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q3 2018 and has held it in 17 quarters since.
Stratos Wealth Partners's Nuveen ESG Mid-Cap Growth ETF position peaked at $412K in Q3 2021.
134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.