SWP
NUMV icon

Stratos Wealth Partners’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-435
Closed -$12K – 1930
2018
Q3 		$12K Buy
+435
New +$12.5K ﹤0.01% 2100

Other funds holding NUMV

Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Stratos Wealth Partners's NUMV Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q4 2018, closing a stake of 435 shares — an estimated $12K sold.

Stratos Wealth Partners first reported a position in NUMV in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 19 funds tracked by Wall St. Rank hold NUMV as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 435 Nuveen ESG Mid-Cap Value ETF shares in Q4 2018, an estimated $12K.
  • Stratos Wealth Partners first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's Nuveen ESG Mid-Cap Value ETF position peaked at $12K in Q3 2018.
  • 19 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.