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Summit Wealth Group (Colorado)’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-12,806
Closed -$364K – 498
2025
Q3 		$364K Buy
+12,806
New +$621K 0.04% 317

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Summit Wealth Group (Colorado)'s NUMG Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q4 2025, closing a stake of 12,806 shares — an estimated $364K sold.

Summit Wealth Group (Colorado) first reported a position in NUMG in Q3 2025 and held it in 1 quarter. The position peaked at $364K in Q3 2025. 140 funds tracked by Wall St. Rank hold NUMG as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 12,806 Nuveen ESG Mid-Cap Growth ETF shares in Q4 2025, an estimated $364K.
  • Summit Wealth Group (Colorado) first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Nuveen ESG Mid-Cap Growth ETF position peaked at $364K in Q3 2025.
  • 140 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.