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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
Q2 		$257K Buy
5,472
+97
+2% +$4.35K ﹤0.01% 1501
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Stratos Wealth Partners's NUMG Position: Q2 2026 in Review

Stratos Wealth Partners increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 1.8% in Q2 2026, buying an estimated $4.35K and bringing the position to 5,472 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Stratos Wealth Partners first reported a position in NUMG in Q3 2018 and has held it in 18 quarters since. The position peaked at $412K in Q3 2021. 133 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • Stratos Wealth Partners held 5,472 shares of Nuveen ESG Mid-Cap Growth ETF worth $257K as of Q2 2026.
  • Stratos Wealth Partners bought 97 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.35K.
  • Nuveen ESG Mid-Cap Growth ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1501 holding.
  • Stratos Wealth Partners first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q3 2018 and has held it in 18 quarters since.
  • Stratos Wealth Partners's Nuveen ESG Mid-Cap Growth ETF position peaked at $412K in Q3 2021.
  • 133 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.